SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Front Porch Financial Advisory
Charlotte, NC
FPF Fa L.L.C., CRD 311329
Firm filing updated January 5, 2026 ·
- $181.3MAssets
- 132Clients
- 1Advisory staff
- 387Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals66
- High net worth individuals48
- Pension and profit sharing plans17
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 66 | $22.9 million |
| High net worth individuals | 48 | $90.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $67.4 million |
| Corporations or other businesses not listed above | 1 | $915,052 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$181.3 million
- Accounts387
- Discretionary$113.9 million · 370 accounts
- Non-discretionary$67.4 million · 17 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: FPF Fa L.L.C. SEC-registered investment advisor. CRD 311329, SEC file 801-129454.
- Registered with the SEC as an investment advisor (status date on record: February 5, 2024).
Is Front Porch Financial Advisory a fiduciary?
Short answer: Front Porch Financial Advisory is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.