Consonance Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and separate financial consultation services to individuals, couples, families, high‑net‑worth clients, retirement accounts, trusts, estates, charitable organizations and small business entities. It offers portfolio construction, trade execution, monitoring and reporting, with integrated retirement and financial planning available at no additional fee and a typical minimum relationship threshold of $500,000.
The firm's investment approach emphasizes diversified, core‑index, low‑cost and tax‑aware portfolios built from individual equities, mutual funds, ETFs and fixed‑income securities, with tailored asset allocation, periodic rebalancing and quarterly reporting; it generally manages client accounts on a discretionary basis. While the advisor is compensated primarily via asset‑based fees (a common industry practice), the firm’s principal is also licensed to sell insurance products and may receive commissions or referral fees for insurance or annuity transactions and provides advice on employer equity and option holdings.
Compared with many independent, solo‑advisor peers, the firm manages a relatively modest $12.4 million in discretionary assets for a very small client roster (five clients), creating an unusually concentrated practice and higher average account size. The combination of a CFA‑designated principal, integrated planning at no extra cost, and the acceptance of insurance commissions and referral fees (a practice rare among independents) is a noteworthy operational feature that the firm discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $3,000 to $15,000 for financial consultation services
$0 - $2,000,000: 1.0% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.25% annually
Insurance product commissions (sales loads) paid to the principal as a licensed insurance agent
$400 per hour for financial consultation services
Account minimum: $500,000 Fee-only: Financial consultation fees: $400 per hour; Fixed fees: $3,000 to $15,000 depending on engagement complexity
Main office
231 W. Main Street
Los Gatos CA 95030
Advisors at this office
1
Most active in
California
Also doing business as
Consonance Wealth Management · Consonance 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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