Physician Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$298,874,272
Clients
107
Advisors
1
of 1 employees
About
Physician Wealth Solutions is a fee‑only, SEC‑registered investment adviser that serves individuals and families and also provides retirement plan consulting to plan sponsors and participants. The firm offers discretionary investment management and integrated financial planning (financial planning is included with advisory services rather than offered as a standalone product).
The firm follows a long‑term, goals‑based investment approach emphasizing asset allocation, broad diversification, and cost‑efficient mutual funds and ETFs, with attention to tax‑aware portfolio construction and periodic rebalancing. It accepts discretionary authority for client accounts, provides advice and monitoring for held‑away assets (such as employer retirement plans and annuities) but does not execute transactions in those held‑away accounts, and includes electronically connected held‑away assets in portfolio valuation when available.
Noteworthy features include an unusually high scale of assets per advisor: the firm reports approximately $298.9 million in discretionary client assets while operating with a single advisor and about 107 clients, which is uncommon for firms of this size and model. The firm also reflects a physician‑led background and offers ERISA fiduciary retirement plan consulting on a non‑discretionary basis, and it has a documented succession arrangement to support continuity of client services.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fee asset management services and retirement plan services; fees are negotiable and billed quarterly in advance.
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.8% annually $2,000,001+: 0.6% annually
Account minimum: No minimum account size; there is a negotiable annual minimum fee for establishing a relationship Minimum fee: Negotiable minimum annual fee applies; clients pay the higher of the minimum annual fee or calculated fee based on fee schedule Fee-only: Advisory fees are fee-only; no commissions or referral fees accepted.
Main office
North Las Vegas NV
Advisors at this office
1
Most active in
California · Florida · Georgia · Illinois · Maryland · Massachusetts · Nevada · North Carolina · Pennsylvania · Tennessee · Texas
Also doing business as
Financial Planner For Doctors · Lotus Wealth Solutions, Inc. · Physician Wealth Solutions · Physician Wealth Solutions Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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