A complete list of active advisors currently associated with Malakoff Wealth
Warmer can help you find a great advisor at Malakoff Wealth or one who fits your needs even better.
Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities and pension/profit-sharing plans, producing written financial plans and periodic reviews. The firm does not manage client assets or accept custody and routinely refers clients to LPL Financial for investment implementation and ongoing portfolio supervision. The adviser’s guidance is built on fundamental analysis and may recommend allocations across cash equivalents, stocks, bonds, municipal and government securities, mutual funds and ETFs, annuities and insurance, with annual plan reviews and rebalancing as needed. It emphasizes manager evaluation (tenure, returns, expenses and risk metrics) and states it does not engage in frequent trading or performance‑based fee arrangements, instead providing advice under hourly, fixed-fee or retainer engagements. Noteworthy distinctions include that Malakoff Wealth does not offer discretionary portfolio management or charge percentage‑of‑AUM fees, and several affiliated advisers are registered representatives and insurance agents who may receive brokerage, trail or insurance commissions when clients implement recommendations. The brochure also discloses that associated persons spend a substantial portion of their time in outside business activities; the firm supports a relatively small client roster (about 30 clients) with six advisors, which can influence how services and conflicts of interest are managed.
To learn more about the advisors currently working at Malakoff Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Malakoff Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Danville, CA
| 5
| |
Castro Valley, CA
| 40
| |
Danville, CA
| 21
| |
Castro Valley, CA
| 5
| |
Danville, CA
| 3
| |
Danville, CA
| 6
|
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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.
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