Fourzan Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fourzan Financial LLC is an independent registered investment adviser serving individuals, high-net-worth individuals, families, and trusts with discretionary portfolio management and financial planning services provided either standalone or as part of an integrated relationship. The firm manages retirement accounts and also provides non-discretionary advice on held-away assets such as 529 college savings plans.
The firm’s investment process combines top-down macroeconomic analysis with fundamental security-level research to construct portfolios around a low-cost passive core with selective active tilts implemented via ETFs and individual equities. In addition to its core blended strategy, it offers a separate, research-driven Focused Equity Strategy that concentrates holdings into a limited number of high‑conviction equity positions and may employ margin when deemed appropriate.
Operationally, the firm is small—managing approximately $633,000 in discretionary assets as of August 2026—and is led by a single principal who conducts all account reviews while operating with supporting personnel rather than as a pure solo practice. Noteworthy differences from many peers include the availability of concentrated equity exposures and allocations to nontraditional ETFs (including digital-asset and precious-metal products and TIPS), explicit client responsibility for proxy voting, and routine advice on held-away education-savings accounts.
Client services
Expertise
Fee options
Standalone financial plan fixed fee ranging from $600 to $2,000
$0 - $100,000: 0.95% $100,001 - $250,000: 0.85% $250,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
$200 per hour for hourly consultations/project work
Account minimum: $5,000 Fee-only: Financial planning fees $600 – $2,000 fixed fee; $200 per hour for hourly consultations/project work; no separate fee if integrated with portfolio management
Main office
Chula Vista CA
Advisors at this office
1
Most active in
California
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
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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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