Eagle Eye Advisory LLC

Eagle Eye Advisory provides fee-only financial planning and portfolio management primarily to individuals, families, trusts, small businesses, retirement plans, and non-profits. The firm charges percentage-of-AUM fees for managed accounts and offers both discretionary and non-discretionary investment management tied to clients’ stated goals.

The adviser’s process begins with detailed data gathering and assessment of goals, time horizons, and risk tolerance, followed by a portfolio constructed with an emphasis on asset allocation across stocks, bonds, mutual funds and ETFs. Client accounts are reviewed on a regular schedule with ongoing supervision, and the firm coordinates implementation with other professionals while not providing legal or tax advice directly.

Compared with many peers, Eagle Eye does not emphasize high‑net‑worth clients and instead notes an emphasis on clients with liquid net resources, a client mix that is less common among supported firms. The firm also maintains a formal business continuity and succession arrangement with a third‑party advisory firm to preserve portfolio oversight and client communication in the event of adviser death, disability, or incapacity, and operates without commission or referral arrangements.