FINLEY WEALTH MANAGEMENT, LLC

FINLEY WEALTH ADVISORS
ESTERO, Florida·2 registered advisors·CRD# 142776
SEC# 801-1317600239-267-7500
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FINLEY WEALTH MANAGEMENT, LLC

2 registered advisors
Douglas William Finley
ESTERO, Florida
Janice Hirzel
ESTERO, Florida
05

Office Locations

ESTERO, Florida
2 advisors

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Data sourced from SEC Form ADV filings. FINLEY WEALTH MANAGEMENT, LLC (CRD# 142776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.