Origin Investment Advisory LLC

Origin Investment Advisory LLC, based in Boston, MA, is an SEC-registered investment adviser specializing in financial planning services and Brokerage Services. The firm was established in November 2023 and is a subsidiary of Blend Financial Inc. The firm offers services through a direct-to-consumer model and an employer-based model. Under the direct-to-consumer model, clients can purchase a subscription or financial planning sessions. The employer model involves a flat service fee per month per client paid by the employer. The firm does not charge performance-based fees and does not participate in wrap fee programs. For Brokerage Services, the firm manages client accounts based on model portfolios, providing discretionary and non-discretionary advice. The firm uses DriveWealth as the broker-dealer/custodian. Clients have the option to purchase individual stocks through Stock Bundles. The firm conducts periodic reviews of client accounts and provides continuous access to client profiles and investment recommendations. The firm does not have custody of client funds or securities and does not assume discretionary trading authority for financial planning services. The firm's employees are subject to a Code of Ethics and are prohibited from engaging in activities that create conflicts of interest. The firm does not have any material disciplinary events to disclose and does not receive compensation for the sale of other investment products.