Tri-Quest Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tri-Quest Investment Advisors serves primarily individual clients, including some high‑net‑worth individuals and trust clients, offering financial planning (tax, insurance, retirement and estate planning) and discretionary portfolio management. As a small, single‑advisor independent RIA, the firm manages roughly $22 million in client assets and also assists clients in selecting and monitoring outside money managers for investments it does not directly manage.
The firm’s investment approach emphasizes fundamental analysis and a relatively conservative strategy focused on general securities—stocks, bonds, mutual funds, government securities and options—with a low‑turnover orientation. Services are tailored through client consultations, with accounts reviewed weekly or monthly as appropriate, and investment research drawing on financial newspapers, specialty magazines and online resources.
Noteworthy distinctions include the principal’s active insurance license (the firm sells non‑variable insurance products and may earn commissions) and a real estate license, both disclosed as potential conflicts of interest. The firm also provides educational workshops for clients and may recommend specialized outside managers for alternative investments, sometimes sharing fees with those managers.
Client services
Expertise
Fee options
Written financial plan fees: $200 to $2,000 depending on complexity
0.5% to 2% annually (negotiable, based on size and complexity)
Up to $300/hour (negotiable)
Fee-only: Written financial plan fees range from $200 to $2,000 depending on complexity; hourly fees up to $300/hour (negotiable)
Main office
7946 N Maple Ave #113
Fresno CA 93720
Advisors at this office
1
Most active in
California · Louisiana
Also doing business as
Solomon Group Iii Inc. · Tri Quest Investment Advisors
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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