A complete list of active advisors currently associated with Northern California Fiduciary Advisors, LLC

Warmer can help you find a great advisor at Northern California Fiduciary Advisors, LLC or one who fits your needs even better.

Northern California Fiduciary Advisors is a small independent registered investment adviser serving individuals (including high‑net‑worth clients), non‑profit endowments and foundations, corporations, and other businesses. The firm provides discretionary portfolio management, comprehensive written financial planning (fixed‑fee and hourly), and stand‑alone investment consultations. The adviser applies Modern Portfolio Theory and fundamental analysis to construct diversified asset allocations, typically implemented with equities, mutual funds, ETFs, and fixed‑income securities under discretionary authority. For eligible clients the firm may recommend alternative investments as a supplemental allocation—generally limited to about 10% of a portfolio and offered only to accredited or qualified investors—and conducts ongoing monitoring with formal reviews at least annually. What is distinctive about the firm is its common ownership with an operating law practice: the founder and sole member maintains an active California law practice and devotes roughly 20% of her time to providing legal counsel, and the two firms may refer clients to one another without formal referral agreements. The firm discloses this dual legal/financial relationship to clients and describes procedures intended to manage the potential conflicts of interest that can arise from those affiliations; it operates as a solo practitioner with roughly $16 million in assets under management and a small client base.

To learn more about the advisors currently working at Northern California Fiduciary Advisors, LLC, 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.