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WealthFolio Advisors LLC

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Client assets under management

$51,103,341

Clients

114

6% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

57

Typical

Average account size

$448,275

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

Financial planning Portfolio management
Financial consulting, delaware statutory trust consulting

Expertise

Annuities Private / alternative investments Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services between $500 and $5,000

Percentage

$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%

Project-based

$150 to $300 per hour for financial planning services

Other

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 location

WealthFolio Advisors LLC

645 First Street West Suite B

Sonoma CA 95476, United States

Number of offices

3

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (707) 721-6857

Advisors at this firm

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Michele H

Series 63, Series 65

Sonoma, CA

WealthFolio Advisors LLC

Michele Holton is a financial advisor at WealthFolio Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BlackRock Investments, LLC since 2014. Michele is also a licensed insurance agent and occasionally offers insurance products to clients. WealthFolio Advisors LLC provides portfolio management, financial planning, and Delaware Statutory Trust consulting to individual and high-net-worth clients. The firm uses model portfolios based on modern portfolio theory and conducts quarterly reviews, managing approximately $37 million across about 68 client accounts.

Annuities Private / alternative investments Real estate investing
user avatar

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.

Annuities Private / alternative investments Real estate investing
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