F
Five Talents Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Five Talents Wealth Management is a state‑registered investment adviser that provides non‑discretionary investment supervisory services and financial planning to a range of clients, including individuals, charitable organizations, corporations, and other entities. The firm uses asset‑based advisory arrangements for investment management and may refer clients to third‑party money managers for separate, fee‑only management relationships.
The firm’s investment process draws on charting, technical, cyclical and fundamental analysis and implements strategies from long‑term holdings to short‑term trading, short sales and option writing, with portfolios tailored to clients’ goals and reviewed at least quarterly. It does not take custody of client assets, generally operates on a non‑discretionary basis, and may recommend brokers that provide institutional trading, custody and research services.
Noteworthy aspects of the firm include offering financial planning on an hourly basis in addition to asset‑based management and explicitly listing variable life and variable annuity products among permissible investments, indicating involvement with insurance‑linked investment products (clients may purchase such products through non‑affiliated brokers). The firm’s principal also provides business education and consulting outside the advisory practice, and the brochure discloses the use of solicitor/referral arrangements and third‑party manager referrals that are documented and disclosed to clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 1.00% $10,000,001+: By negotiation
$250 per hour, negotiable
Account minimum: $100,000 Fee-only: Hourly financial planning services at $250 per hour, negotiable
Main office location
Five Talents Wealth Management
Fairfield CA, United States
Number of offices
1
Most active in
Five Talents Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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