Wealthbuilders Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,367,206
Clients
267
Advisors
4
across 3 offices
About
WealthBuilders Investments is an SEC‑registered advisory firm that manages roughly $172.6 million for about 267 clients through a five‑advisor team. It provides discretionary and non‑discretionary investment management, financial planning and consulting, and acts as sponsor and manager for proprietary private funds, serving individuals, high‑net‑worth clients, trusts, family offices, endowments, businesses and charitable organizations.
The firm pursues custom portfolio solutions with a generally long‑term focus, employing fundamental, technical and cyclical analysis and integrating values‑based screening aligned with Biblically Responsible Investing; it also constructs direct‑index equity and fixed‑income models and may engage sub‑advisers and model managers. WealthBuilders conducts ongoing supervision and periodic reviews, offers written and ongoing planning engagements, and occasionally distributes impersonal newsletters and educational seminars.
Noteworthy distinctions include its role as an affiliated private fund adviser that charges performance‑based fees and the firm’s disclosure of that affiliation and related conflicts (it states it will exclude private fund values from clients’ AUM for advisory fee calculations as a mitigation). The brochure also discloses that certain advisory personnel are licensed insurance agents who may receive commission compensation and that the firm provides less common services for its peer group such as precious‑metals custody arrangements, pooled vehicle management, periodic newsletters, and seminar programming.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees ranging from $750 to $10,000; Annual retainer fee of $2,500
$0 - $1,000,000: 1.5% annually $1,000,001 - $10,000,000: 1.0% annually Above $10,000,000+: Negotiated
Commission-based compensation for sale of insurance products by certain advisory professionals
Financial planning services billed at $350 per hour
Performance-based fees charged only by private funds managed by the firm at 2.00% annually plus performance fees as outlined in offering documents
Account minimum: $100,000 Fee-only: Hourly fees of $350 per hour; Fixed fees ranging from $750 to $10,000; Annual retainer fee of $2,500 for ongoing financial planning services (fees negotiable)
Main office
See office5600 S. Quebec Street, Suite 3196
Greenwood Villiage CO 80111
Advisors at this office
2
Offices (3)
Most active in
California · Colorado · Florida · Louisiana · Texas
Also doing business as
Authentic Counsel, LLC · Authentic Wealth · Wealthbuilders Investment Services · Wealthbuilders Investments
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Chad F
CFP®, Series 63, Series 66
Greenwood Village, CO
Wealthbuilders Investments
Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.
Gary R
ChFC®, Series 63, Series 65
Lakeland, FL
Wealthbuilders Investments
Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.
Matthew A
Series 65
Greenwood Village, CO
Wealthbuilders Investments
Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.
Jose S
Series 63, Series 65
Goleta, CA
Wealthbuilders Investments
Jose Salcedo is a financial advisor with Wealthbuilders Investments in Goleta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cathedral Capital Wealth Management, Biltmore Wealth Management, JS Strategic Advisors, and Cambridge Investment Research. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm offers customized, long-term portfolios using fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles alongside proprietary private fund management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)