About Orion Advisory, LLC
Orion Advisory LLC is the trade name for consulting and advisory services offered by Jim Fee, MBA. Jim Fee offers business growth, transition, and strategic advisory services in his individual capacity as a business consultant in conjunction with contracted support from other individuals.
Service Distinction
Advisory and consulting services provided through Orion Advisory, LLC are distinct from investment advisory or asset management services. Orion Advisory, LLC does not act as a registered investment adviser, broker-dealer, or provide investment management under regulatory supervision. All services offered are advisory in nature to help business owners improve clarity, confidence, operational performance, and enterprise value. Any references to financial or investment matters are strictly for general guidance and do not represent individualized investment advice.
Independence and Responsibility
Orion Advisory, LLC is an independent practice wholly owned and operated by Jim Fee. All website content, service descriptions, marketing materials, client communications, and advice are the sole responsibility of Jim Fee and do not represent the views or endorsement of any third-party institution, regulatory body, or affiliated entity.
Registration Information
Jim Fee and Orion Advisory, LLC do not provide SEC or state-registered investment advisory services or products. All business, strategy, and management advice is offered within regulatory guidelines for independent consultants. Registration as a business consultant does not imply any specific professional skill or credential beyond industry experience and education.
No Affiliation or Ownership
Orion Advisory, LLC is not owned by, affiliated with, controlled by, or a subsidiary of any other consulting, financial, or investment management firm.
Required Disclosures
Prospective clients should request and review documentation regarding service nature, fee structures, and business practices before engaging Orion Advisory, LLC. All required materials and explanations are provided directly by Jim Fee upon request and in accordance with best industry practices.
General Disclaimers
The information provided on this website is for general informational purposes only and should not be construed as professional investment, legal, tax, or accounting advice. No content constitutes a solicitation or offer to buy or sell securities, investments, or similar products.
Past performance is not indicative of future results. All business and financial decisions involve risks, including potential losses. Orion Business Advisory makes no guarantees regarding the outcomes of its advice or consulting engagements. Users should consult with qualified professionals regarding their unique situation before making decisions.
Contact Information
For more information about Orion Advisory, LLC, to request required disclosures, or to discuss your business needs, please contact Jim Fee directly via the details provided on this website.
Website Disclosure
Disclosures
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