WealthFolio Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthFolio Advisors provides advisory services to individual and high-net-worth clients, delivering ongoing portfolio management, financial planning, financial consulting and specialized Delaware Statutory Trust (DST) consulting for 1031 exchanges. The firm specifies a $500,000 account minimum and manages a client base of roughly 100 households.
The firm documents an Investment Policy Statement for each client and applies modern portfolio theory in model portfolios where differences are driven mainly by asset-allocation targets (lower-risk models skew toward fixed income and annuities; higher-risk models toward equities). WealthFolio generally seeks discretionary trading authority, conducts quarterly account reviews, and may include mutual funds, ETFs, private funds, real estate funds, annuities and limited cryptocurrency exposure as part of diversified allocations.
Noteworthy features that distinguish the firm from many peers include a formal DST/1031-exchange consulting offering and the fact that firm principals are licensed to sell insurance products, a potential source of commissionable recommendations disclosed as a conflict of interest. The firm also requires clients to use specified custodian/broker-dealers and does not aggregate trades across client accounts, practices that can affect execution and trade allocation relative to many other advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning services between $500 and $5,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - And Up: 0.70%
$150 to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Portfolio management fees, Financial Consulting Fees, Delaware Statutory Trust Consulting Fees, Financial Planning Fees (hourly $150-$300, fixed $500-$5,000)
Main office
645 First Street West Suite B
Sonoma CA 95476
Advisors at this office
2
Most active in
California
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.
Forms ADV
Advisors at this firm
Michele H
Series 63, Series 65
Sonoma, CA
WealthFolio Advisors LLC
Michele Holton is a financial advisor with WealthFolio Advisors LLC in Sonoma, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at WealthFolio Advisors since 2019 and has spent over a decade affiliated with BlackRock Investments. Outside of her advisory role, Michele is an independent licensed insurance agent and occasionally offers insurance products to clients. WealthFolio Advisors provides advisory services to individual and high-net-worth clients, specializing in portfolio management, financial planning, and Delaware Statutory Trust consulting for 1031 exchanges. The firm uses a model portfolio approach based on modern portfolio theory and maintains a client base of approximately 100 households.
Alychandra M
Series 63, Series 65
Sonoma, CA
WealthFolio Advisors LLC
Alychandra McFarlane is a financial advisor at WealthFolio Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at WealthFolio Advisors since 2019. In addition to her advisory role, she is Co-Owner and President of an IT consulting firm. WealthFolio Advisors LLC serves individual and high-net-worth clients with portfolio management, financial planning, and Delaware Statutory Trust consulting. The firm utilizes a written Investment Policy Statement and applies modern portfolio theory through model portfolios tailored to client risk profiles, employing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, annuities, and selective private or real estate funds.
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