Flat-fee financial advisors in San Luis Obispo, CA

Sam Rodgers is a CFP® professional with Series 65 and Series 63 licenses, affiliated with Charles Schwab. He has four years of industry experience, including five years at Charles Schwab Bank and Charles Schwab, and previously worked eight years with H&F Productions LLC/Hallmark Channel. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary and discretionary investment management with strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

Ryan Olson is a CFP®-certified financial advisor with 21 years of industry experience, currently with LPL Financial in Orcutt, CA. He worked at Crew Wealth Management from 2010 to 2018 and has been with LPL Financial since 2005. Outside of his advisory role, Olson is associated with Ryse Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Lyle Meek is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Cerro Pacific in 2020. Outside of his advisory role, he serves as chair of the investment committee for the San Luis Coastal Education Foundation and is a board member of a local homeowners association and mutual water company. Cerro Pacific Wealth Advisors offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm employs a diverse range of analytical methods and investment strategies, including the use of third-party managers and specialized trading techniques, and serves niche corporate clients with tailored investment management solutions.

Andrew Wright is a financial advisor with Wright Wealth Strategies, LLC and holds a Series 63 designation. He has 30 years of industry experience, including prior roles at LPL Financial, LLC and NWM Advisors, LLC. Wright operates an independent advisory firm based in San Luis Obispo, California. Wright Wealth Strategies serves individuals, trusts, estates, charitable foundations, corporations, and employer retirement plans. The firm offers discretionary asset management and retirement plan consulting, utilizing LPL-sponsored model portfolios and separately managed accounts, with portfolios tailored and continuously monitored according to client objectives.

Christopher Smith is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in San Luis Obispo, CA. He has over 27 years of experience in the financial industry, including 25 years with Wells Fargo Bank prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.