# Geoffrey Owen

> Geoffrey Owen is a fee-only financial advisor at Front Porch Financial Advisory in Charlotte, North Carolina, who holds the CFP credential. Geoffrey focuses on divorce financial planning. Front Porch Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-owen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Front Porch Financial Advisory
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $181.3M across 387 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning
- **CRD:** 2573385 (https://adviserinfo.sec.gov/individual/summary/2573385)
- **SEC registration:** Investment adviser representative in NC, SC, TX
- **Exams passed:** Series 63 (1995), Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://frontporchfa.com

## Frequently asked questions

### Is Geoffrey Owen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Front Porch Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Front Porch Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Geoffrey Owen based?

Geoffrey Owen is based in Charlotte, North Carolina.

### What does Geoffrey specialize in?

Geoffrey's specialties include divorce financial planning.

### What credentials does Geoffrey Owen hold?

Geoffrey Owen holds the CFP credential.

### Is Geoffrey Owen registered with the SEC?

Yes. Geoffrey Owen is registered as an investment adviser representative in NC, SC and TX (CRD 2573385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Front Porch Financial Advisory manage?

Front Porch Financial Advisory reports $181.3M across 387 accounts in assets under management.

### How do I contact Geoffrey Owen?

Through Geoffrey's website, frontporchfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2573385): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.frontporchfa.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.