Finco Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,888,518
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
FINCO Advisory LLC is a registered investment adviser that offers discretionary asset management and also provides project-based and hourly financial planning and consulting. Although organized as an investment manager, the firm’s brochure indicates it works with individual clients, including non‑high‑net‑worth households, in addition to pooled or institutional mandates.
The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance, relying on fundamental analysis and a mix of long‑ and short‑term strategies, and it operates with discretionary trading authority. Accounts are reviewed at least quarterly for allocation, rebalancing and tax‑loss harvesting, and clients may impose written investment restrictions.
Compared with many peers in the investment‑manager category, FINCO explicitly offers hourly planning services and project‑based financial plans alongside its asset management services, and it states it does not require a minimum account size. The brochure also discloses that the firm’s sole owner maintains a non‑financial, majority‑time role as a Digital Transformation Leader at Amazon Web Services, an outside business activity.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
General tax planning
Cash flow / budgeting
Fee options
Project based financial planning services with flat fees up to $1,500
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,500,000: 0.8% annually $2,500,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.6% annually $10,000,000.01+: 0.5% annually
$250 per hour for financial planning services
Fee-only: Project based financial planning fees up to $1,500; hourly financial planning fees of $250 per hour
Main office location
Finco Advisory LLC
Townsend DE, United States
Number of offices
1
Most active in
Finco Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Delaware
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")