FPC Investment Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm manages separately managed accounts for multi-generational families and reports about $364.6 million in discretionary assets under management across roughly 162 clients served by three advisors.
The firm’s investment process centers on a “cyclical tactile asset allocation” approach: analyzing global economic conditions, maintaining four allocation models implemented mainly with no-load mutual funds and ETFs (with an emphasis on index funds and institutional share classes), and ongoing rebalancing. FPC also offers legacy management of pre-existing positions and delivers services through custodial and technology partners (including Schwab and Tamarac) under discretionary authority.
Notably, FPC may recommend borrowing (margin) within separately managed accounts for non-investment purposes such as bridge loans or other financing needs while calculating advisory fees on the gross asset value; the firm discloses this practice and related conflicts of interest. The firm also commonly provides income tax preparation to advisory clients and typically requires a $2 million account minimum (waivable at the firm’s discretion), which together with its legacy-position policies shapes a service profile that differs from many similarly sized supported firms.
Client services
Expertise
Fee options
Financial planning services offered under a fixed or hourly fee arrangement; specific fixed fees negotiated based on scope and complexity
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.90% $4,000,000 - $8,000,000: 0.70% $8,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Starting at $400 per hour for financial planning and consulting services
Account minimum: $2,000,000
Main office
1465 North McDowell Blvd, Suite 170
Petaluma CA 94954
Advisors at this office
3
Most active in
Arizona · California · Texas
Also doing business as
Fpc Investment Advisory, Inc · Fpc Investment Advisory, Inc. · Fpc Wealth
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Quick links
Advisors at this firm
Matthew K
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Matthew Kalabokes is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FPC Investment Advisory, Inc., where he has worked since 2023. His prior experience includes roles at Mariner Wealth Advisors and Private Wealth Partners. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach, using mainly no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets across about 162 clients.
Tyler S
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Tyler Schalch is a CFP® professional with nine years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. in Petaluma, California. He has been with FPC Investment Advisory since 2015. FPC Investment Advisory offers discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a “cyclical tactile asset allocation” approach focused on global economic analysis and utilizes no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets for about 162 clients.
Bijan G
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Bijan Golkar is a CFP® professional with 16 years of experience in the financial services industry. He has been with FPC Investment Advisory, Inc. since 2014, where he serves as one of three advisors. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach, focusing on global economic conditions and primarily using no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)