Fonte Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$158,089,042
Clients
135
Advisors
1
of 2 employees
About
Fonte Financial Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations and pension/profit-sharing plans, and also provides retirement plan consulting to employer plan sponsors. Its client-facing services include discretionary asset management, comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting for employer-sponsored plans.
The firm builds tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and other public or private securities, and it monitors and rebalances portfolios periodically while engaging clients on risk tolerance and objectives. Investment selection and portfolio construction draw on a mix of fundamental, technical, quantitative and sector analyses, and the firm may implement strategies through third-party subadvisors and technology platforms.
What is distinctive about this advisory practice is its engagement with corporate or business clients and its suite of corporate-focused consulting services — such as corporate tax planning, corporate-structure analysis and cost-segregation studies — alongside traditional wealth management. The brochure also discloses affiliations with separate divorce financial-planning businesses and a promotional arrangement with a subadvisory platform (clients may opt out), matters the firm documents as potential conflicts of interest.
Client services
Expertise
Fee options
Up to $10,000
$0 - $500,000: 1.5% $500,000 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.9% $5,000,000+: 0.7%
Up to $325 per hour
Account minimum: $250,000
Main office
703 Palomar Airport Road, Suite 240
Carlsbad CA 92011
Advisors at this office
1
Most active in
Arizona · California · Colorado · Florida · Texas
Also doing business as
Fonte Financial Advisors · Fonte Financial Advisors LLC · Fonte Financial Advisors, LLC · Rg Financial, 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.
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