Family Style Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Style Advisors LLC is a fee-only registered investment adviser that provides ongoing financial planning and discretionary investment management, along with limited one-time project-based planning, to individuals and high-net-worth clients. Its planning services cover cash flow and debt management, retirement and estate planning, college savings, insurance review, and tax-aware investment analysis.
The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory with a predominantly passive implementation using mutual funds and ETFs; it may also recommend Outside Managers and subscribes to model portfolios available through the Altruist Model Marketplace. Account supervision and portfolio construction are guided by each client’s stated objectives, risk tolerance, and tax considerations, and clients can impose reasonable written restrictions on securities or sectors.
Several operational features set the firm apart from many peers: it was formed and registered in 2026 and, at the time of its disclosure, reported no assets under management or clients, and it is organized as a small independent adviser that is not structured as a traditional solo practitioner. The firm also designates Altruist as its recommended custody and model platform, discloses that it does not accept commissions or performance-based fees, and states it does not engage in aggregated (block) trading for client accounts.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees ranging from $1,500 to $3,000
Minimum fee: Flat fee of $300 per month charged monthly Fee-only: Fee-only firm; receives compensation solely from client fees
Main office
Alhambra CA
Advisors at this office
1
Most active in
California
Also doing business as
Family Style Advisors LLC · Wu, John
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
Quick links
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