A complete list of active advisors currently associated with Cardiff Park Advisors
Warmer can help you find a great advisor at Cardiff Park Advisors or one who fits your needs even better.
Cardiff Park Advisors provides integrated wealth management and financial planning to high-net-worth individuals, multigenerational families, trusts, foundations, and select foreign nationals and expatriates, typically with portfolios of $3 million or more. Core services described in the brochure include comprehensive financial planning, portfolio construction and oversight, cash management, tax-aware rebalancing, and selectively billed projects such as fixed income ladder construction and restricted stock liquidation. The firm emphasizes an evidence-based, diversified investment approach using low-cost index funds, ETFs, and factor-aware managers (including Dimensional and Avantis), with attention to tax-efficient implementation and coordinated cash-flow planning. Portfolios are managed on a non-discretionary basis—clients retain final investment authority—and the firm bills through a fixed annual retainer with quarterly invoicing rather than a percentage-of-AUM fee. Cardiff Park is notable within its multi-team peer group for operating with a single primary advisor while reporting approximately $2.95 billion in client assets managed non-discretionarily and serving an unusually high client load (358 clients), an uncommon staffing-to-client ratio for firms in this category. Its compensation and operational choices—fixed retainers, separate billing for complex engagements, an explicit refusal of commissions or third-party compensation, the reclassification of fixed income management to non-discretionary, and a transition to quarterly default reporting—further distinguish it from many peers.
To learn more about the advisors currently working at Cardiff Park Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cardiff by the Sea, CA
| 23
|
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