Selah Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Selah Wealth Advisors works with individual clients, including high‑net‑worth individuals, to provide investment management, financial planning (both project‑based and ongoing), retirement plan consulting, and estate‑planning facilitation. The firm also offers educational seminars and speaking engagements on personal finance and investment topics.
The firm develops personalized investment policies and asset‑allocation targets through client discussions of goals, time horizon, and risk tolerance, and manages portfolios using a blend of fundamental and cyclical analysis alongside modern portfolio theory; it employs both active and passive vehicles and may manage accounts on a discretionary or non‑discretionary basis as agreed with each client. Financial planning services address cash flow, retirement distribution, college savings, tax‑efficiency, insurance and risk management, and may include implementation assistance or referrals to third‑party professionals.
Distinctive aspects of the firm include that its principal is a licensed insurance agent and mortgage loan originator and, in that separate capacity, may transact insurance or mortgage business with clients—a relationship the firm discloses as a potential conflict of interest and says clients are not required to accept such recommendations. The firm also routinely offers pro bono educational seminars and leverages a third‑party estate‑planning technology (Wealth, Inc.) to facilitate estate documents alongside its advisory services.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees up to $2,499; initial comprehensive financial plan fee up to $2,499 (non-refundable); ongoing financial planning fees range $19 to $999 per month
$0 - $999,999: 1.29% $1,000,000 - $2,999,999: 0.99% $3,000,000+: 0.69%
Ongoing financial planning monthly fees ranging from $19 to $999 depending on client net worth and complexity
Minimum fee: Monthly advisory fees ranging from $0 to $999 depending on services and client net worth Fee-only: Yes, firm is fee-only, no commissions or sales-related compensation received by the firm
Main office
Fillmore CA
Advisors at this office
1
Most active in
California · New York · Texas
Also doing business as
Selah Wealth Advisors · Selah Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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