A complete list of active advisors currently associated with Pacific Excel Wealth Advisors, Inc.

Warmer can help you find a great advisor at Pacific Excel Wealth Advisors, Inc. or one who fits your needs even better.

Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm also operates an affiliated insurance agency and its advisers are licensed to sell insurance products in addition to offering ERISA plan services for 401(k)-type plans. Pacific Excel typically manages client accounts on a discretionary basis under a limited trading authorization and offers three tiered service models—Core (listed $250,000 minimum), Wealth ($500,000 minimum) and Private ($2,000,000 minimum)—with services that include tax‑loss harvesting, Roth conversion planning, concentrated stock planning, and periodic reviews. The firm may appoint sub‑advisors and further delegate discretionary authority, and provides financial planning on a fixed‑fee or ongoing fee basis with stated plan fee ranges. Distinctive for a small, single‑advisor firm, Pacific Excel is affiliated with Pacific Excel Insurance Services and discloses that its principal is a licensed insurance agent who spends approximately 25% of his time on insurance activities and receives commissions from insurance sales. The firm manages roughly $110.8 million in discretionary assets for about 106 clients and combines private‑client offerings (including family‑tiered billing, private equity and venture reviews, and 3(21)/3(38) ERISA services) that are less common among peers of similar size.

To learn more about the advisors currently working at Pacific Excel Wealth Advisors, Inc., 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.