ACCLARO Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acclaro Wealth Management provides investment management and financial planning and consulting to individuals, qualified retirement plans, trusts and small businesses. The firm constructs portfolios using no-load mutual funds, exchange-traded funds and individual securities and delivers written financial plans that address retirement, estate, tax, insurance and other planning topics.
The firm tailors advice with a written Investment Policy Statement, ongoing monitoring and at least quarterly reviews, and it employs a mix of fundamental, technical and cyclical analysis as well as option strategies when appropriate. Implementation may include model portfolios and the use of independent money managers or wrap-fee arrangements, with portfolios managed similarly across wrap and non-wrap accounts.
Noteworthy for a firm of its size, Acclaro acts as a wrap fee program sponsor (see Part 2A, Appendix 1) and discloses an affiliation with an insurance business whose representatives are licensed insurance agents and may offer insurance products. The brochure also discloses that the firm may share advisory fees with independent managers (typically 25–50%) and participates in an institutional custody program for trade execution and support.
Client services
Expertise
Fee options
Flat fees generally range from $3,000 to $10,000 for financial planning and consulting
$250 per hour for financial advisors
Minimum fee: Minimum fee of $3,000 for written financial plans Fee-only: Hourly fees at $250 per hour; flat fees ranging from $3,000 to $10,000 for financial planning and consulting
Main office
1840 San Miguel Drive, 202
Walnut Creek CA 94596
Advisors at this office
1
Most active in
California
Also doing business as
Acclaro Wealth Management · Acclaro Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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