Fyvie Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,858,896
Clients
77
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
HighAverage account size
$205,960
About
Fyvie Financial serves U.S. and cross-border individuals and families with fee-only advisory and financial planning services and provides discretionary portfolio management delivered primarily through wrap-fee arrangements. The firm also offers tax preparation, bookkeeping and payroll services for small-business clients and performs limited sub-advisory work for other advisory firms.
The firm’s investment process is individualized: clients complete multiple assessments (including two risk measures and an ESG/SRI beliefs assessment) and portfolios are constructed to reflect each client’s unique goals rather than off‑the‑shelf model portfolios, with separate segmentation for domestic U.S. and international needs. Financial planning is offered as comprehensive fixed-fee reports or as subscription-based services that include monthly actionable items and access to discounted hourly consulting.
Distinctive features for a firm of this size include managing essentially all assets via wrap programs and explicit cross-border capabilities, including limited U.K. pension consulting and assistance with transfers to SIPP arrangements when appropriate. Fyvie also maintains an affiliated accounting practice and delivers tax, bookkeeping and educational seminars and speaking engagements, broadening its service mix beyond typical supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Cross-border / expatriate tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Expats
Fee options
Fixed fees for financial planning reports: minimum $2,750 for individuals, $4,000 for families; international planning minimum $5,500 with maximums up to $22,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.80%
Hourly consulting rates: $249 (financial planning ongoing, reduced rate), $299 (hourly financial planning, minimum 2 hours), $399 (international hourly planning), $499 (for advisors or other professionals)
Monthly subscription services for domestic and international financial planning with 12-month commitment.
Fee-only: Financial planning fixed fees starting at $2,750 for individuals and $4,000 for families; hourly consulting at $249 to $299 per hour with a 2-hour minimum; tax preparation fees ranging from $269 to $20,000 depending on complexity.
Most active in
Fyvie Financial LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
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