Atlas Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,000,513
Clients
401
Advisors
1
of 2 employees
About
Atlas Financial LLC serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities with ongoing portfolio management, financial planning, and pension consulting. The firm also offers educational seminars and workshops to the general public in addition to its advisory services, and provides both discretionary and non‑discretionary management with an individualized Investment Policy Statement for each client.
The firm’s investment approach combines fundamental analysis with modern portfolio theory and emphasizes long‑term trading and diversified allocations across mutual funds, ETFs (including precious‑metal sector ETFs), fixed income, real‑estate funds (REITs), commodities, and insurance products such as annuities. For retirement accounts AFL acknowledges fiduciary duties in writing, documents client risk tolerances and objectives, and reviews managed accounts at least quarterly.
Distinctive features include disclosed affiliations with other investment advisers and the firm’s supervised persons’ activities as licensed insurance agents, which the brochure identifies as potential conflicts of interest that are documented and disclosed to clients. Atlas’s routine offering of fee and free public seminars and workshops is uncommon among peers and complements its advisory and pension consulting services.
Client services
Expertise
Fee options
Fixed fees for financial planning ranging from $250 to $3,000, negotiable.
$1 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.80% $1,000,001+: 0.70%
Compensation via commissions for sale of insurance products (conflict disclosed).
Hourly financial planning services at $250/hour, negotiable.
Fee-only: Financial planning fixed fees between $250 and $3,000; hourly fee $250/hour.
Main office
1453 Downer Street, Suite A
Oroville CA 95965, United States
Offices (1)
Most active in
California
Also doing business as
Atlas Financial LLC · Atlas Financial, 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
Quick links
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