J
Julien Wealth Advisors, LLC
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
Julien Wealth Advisors, LLC is a state-registered investment adviser that provides financial planning and investment consulting primarily to individual clients, including high-net-worth individuals. Services are delivered under written advisory agreements and the firm does not manage, custody, or take discretionary authority over client assets.
The firm’s advice focuses on asset allocation and risk management and may include recommendations for mutual funds, index funds, ETFs, treasury and municipal securities, corporate bonds, CDs, and money market funds. Recommendations are implemented by the client or third parties; engagements are project-based and billed on an hourly or fixed-fee basis rather than as a percentage of assets.
Julien’s operating model is atypical for firms in the investment-manager category: the firm reports no assets under management, does not participate in wrap programs, and does not charge percentage-of-AUM fees, and it does not provide ongoing monitoring unless specifically engaged to do so. The brochure also highlights the principal’s prior senior roles in corporate and wholesale banking and nonprofit leadership, a background that may inform advice for clients with corporate, banking, or institutional concerns.
Client services
Financial planning
Expertise
Cash flow / budgeting
Fee options
Fixed fees generally range from $1,000 to $3,000, negotiable
Generally $300 per hour, may vary based on work type
Fee-only: Hourly fees generally $300 per hour; fixed fees generally range from $1,000 to $3,000, but can be lower or higher and are negotiable
Main office location
Julien Wealth Advisors, LLC
Hewlett NY, United States
Number of offices
1
Most active in
Julien Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 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.
Forms ADV
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")