A complete list of active advisors currently associated with Pacific Financial Advisors

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

The firm serves individuals, trusts, estates and charitable organizations, offering discretionary portfolio management and financial planning tailored to each client. It also facilitates insurance and mortgage planning through affiliated entities and may recommend commission-based annuities and reverse-mortgage products when appropriate. Investment management is discretionary and customized to client goals, using fundamental, technical and cyclical analysis across a mix of passive and active exposures, including stocks, ETFs, mutual funds, illiquid alternatives, options and margin strategies. Financial planning is available on fixed or hourly terms, accounts are reviewed at least quarterly, and the brochure notes a recent change to monthly billing in arrears. What is noteworthy is that the firm’s principal is a licensed insurance agent and mortgage broker who spends a portion of time selling those products (and may receive commissions), and the adviser discloses affiliated insurance and mortgage entities that clients may use at separate cost. The ADV also contains a detailed section on performance-based fees and reporting procedures even though the principal states he does not currently receive performance-based compensation, and the firm operates with a sole shareholder/principal who also serves as the compliance officer.

To learn more about the advisors currently working at Pacific Financial Advisors, 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.