A complete list of active advisors currently associated with WealthTarget Investment Advisors, LLC
Warmer can help you find a great advisor at WealthTarget Investment Advisors, LLC or one who fits your needs even better.
WealthTarget Investment Advisors is an independent, single‑advisor registered investment adviser that primarily serves individual clients through portfolio management and financial planning, and also works with corporations, trusts, and retirement plans including pension and profit‑sharing plans. The firm reports managing roughly $75 million in client assets across discretionary and non‑discretionary accounts and provides ongoing monitoring and performance reporting for client portfolios. The firm customizes asset allocations and investment selection on a client‑by‑client basis, emphasizing tax‑aware choices for non‑retirement accounts (for example, municipal bonds or ETFs) and combining actively managed funds where the adviser sees opportunity with low‑cost index and bond funds where cost may be advantageous. Clients may engage the firm for discretionary investment management, investment‑only advice, or standalone financial planning and consultations; the firm documents objectives in Investment Policy Statements and conducts periodic reviews. Compared with many solo independent advisers, WealthTarget’s client mix is notable for its work with employer‑sponsored plans and institutional‑type clients: it provides 401(k) consulting, pension consulting, and participant advisory services and acknowledges its ERISA fiduciary role (including services described as a Section 3(21) fiduciary). The firm leverages third‑party retirement platforms and custodial relationships (including Ascensus, Capital Group, PCS/Aspire, Orion and custodians such as Charles Schwab and Matrix) and reports that the adviser devotes the majority of firm time to investment research and management while holding professional fiduciary and financial‑planning credentials.
To learn more about the advisors currently working at WealthTarget Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bakersfield, CA
| 24
|
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