A complete list of active advisors currently associated with Western Financial Corporation
Warmer can help you find a great advisor at Western Financial Corporation or one who fits your needs even better.
Western Financial Corporation is a privately owned registered investment adviser that provides customized portfolio management, financial planning, and retirement-plan consulting and management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm serves both individual and high-net-worth clients and generally charges advisory fees as a percentage of assets under management. The firm frames portfolios around long-term asset allocation and diversification and combines fundamental research with technical analysis to select individual equities, fixed income, ETFs and other securities; it offers a range of named equity and fixed-income strategies as well as ETF-only target allocation portfolios. Accounts are actively monitored and rebalanced and, per the firm’s disclosures, virtually all client assets are managed on a discretionary basis while retirement-plan services can be provided on either a non-discretionary (consulting/3(21)) or discretionary (3(38)) basis. Distinctive features include a small advisory team managing roughly $309 million across about 155 clients, all reported as discretionary assets, and a long operating history that includes a transition from a broker-dealer to an RIA (broker-dealer registration withdrawn in 2020); the firm’s principal owner is a family trust. The brochure also notes governance and conflict-management practices that may be atypical for peers — for example, centralized chief investment and compliance responsibilities, an explicit policy not to recommend rollovers to avoid conflicts of interest, and occasional management of family/related accounts at no charge.
To learn more about the advisors currently working at Western Financial Corporation, 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 |
|---|---|---|
San Diego, CA
| 38
| |
Eagle, ID
| 8
| |
San Diego, CA
| 27
|
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