Favrile Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Favrile Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth individuals, and corporate clients, combining ongoing portfolio management with bespoke planning and consulting engagements. The firm offers standalone financial planning as well as integrated wealth management that pairs advice with execution through a custodian relationship.
The firm’s investment approach emphasizes fundamental analysis and a long-term orientation while permitting shorter-term trades when warranted by client objectives or market conditions. Portfolios are typically built around low-cost mutual funds and ETFs but may include individual stocks, bonds, options and short-sales, and the advisor may retain legacy positions for tax or fit reasons.
Compared with many independent advisors, Favrile Financial does not charge fees as a percentage of assets under management and instead uses fixed and hourly fee arrangements for its services. The firm operates with a single advisory professional managing a modest number of relationships and assets, and the principal maintains an unrelated e-commerce business that occupies material time (including some trading hours); the firm also maintains an institutional custodial relationship that provides technology and support.
Client services
Expertise
Fee options
Up to $300 per hour for financial planning services
Minimum fee: Annual fixed fee up to $12,000 for wealth management services Fee-only: Hourly fee up to $300 per hour for stand-alone financial planning services
Main office
Del Mar CA
Advisors at this office
1
Most active in
California
Also doing business as
Favrile Financial · Favrile Financial LLC · Robert James Shopes · Shopes, Robert James
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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