Geoffrey Owen
Front Porch Financial Advisory · Charlotte, North Carolina
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.
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Specialties
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 | $181.3M across 387 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC, TX · CRD 2573385 |
| Exams passed | Series 63 (1995) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | frontporchfa.com |
How Geoffrey's firm compares
- Front Porch Financial Advisory's average account is about $468,000, from its Form ADV (assets managed divided by 387 accounts).
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Questions about Geoffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Front Porch Financial Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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