Carmel, CA Office

Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning. The firm also offers tax-related services supported by tax professionals and CPAs and conducts periodic estate-plan reviews, while noting it is not a law or CPA firm; as of December 31, 2025 it managed roughly $1.33 billion for 256 client households.

The firm develops a written Investment Plan for each client and follows a long-term, broadly diversified approach, favoring “passive, but not-indexed” mutual funds and ETFs and periodic rebalancing to target allocations. Geometric may allocate portions of portfolios to unaffiliated Sub‑Advisers — generally recommending Dimensional Fund Advisors for certain sleeves — and retains discretionary authority to hire or replace those Sub‑Advisers.

Compared with many team firms, Geometric’s national footprint is unusual: it lists ten offices, a configuration relatively uncommon for firms of this size and structure. The firm’s operational practices — including maintaining client account access credentials and third‑party standing authorization arrangements that trigger regulatory custody considerations and an annual surprise examination — together with its in‑house tax support and multi‑generational planning emphasis, distinguish its service mix from many peers.