Western Growers Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals (including professionals, pre-retirees and retirees), trusts, pension and profit-sharing plans, and businesses. The firm reports about 281 clients, roughly $115.6 million in regulatory assets under management, and a three-advisor team, and offers portfolio management, manager selection, and written financial plans while accepting smaller accounts with no formal account minimum.
The firm develops client-specific investment policies using fundamental analysis (with some technical inputs), recommends a mix of individual securities, mutual funds, and other instruments, and monitors accounts at least quarterly. It offers both discretionary and non‑discretionary services and frequently places or monitors clients with independent registered advisers; as disclosed, approximately $21.23 million is managed on a discretionary basis versus about $94.35 million managed non‑discretionarily.
What distinguishes the firm from many peers is its dual registration and product mix: it operates as a state-registered investment adviser and a FINRA-member broker‑dealer that clears through Pershing LLC, and its representatives are also registered broker-dealer agents and licensed insurance producers. That structure means the firm may receive brokerage commissions and insurance-related compensation separate from advisory fees, and the brochure discloses how those revenue sources and occasional fee offsets are handled and monitored as potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee of $500 for complete financial plan; $125 per module for individual portions
$0+: up to 2.50% $0+: 0.30% - 1.00% (for accounts managed by third party advisers)
Earn commissions separately from advisory fees; commissions may lead to fee discounts at firm's discretion
$100/hour for financial planning services
Fee-only: Financial planning fees: $500 for a complete financial plan, $125 per module for portions, or $100 per hour hourly rate
Main office
6501 Irvine Center Drive Suite 100
Irvine CA 92618
Advisors at this office
3
Most active in
Arizona · California · North Carolina
Also doing business as
Western Growers Financial Services · Western Growers Financial Services, Inc.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Grant F
Series 66
Irvine, CA
Western Growers Financial Services, Inc.
Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Western Growers Financial Services, he was involved with Cactus Card Game LLC and held various roles including positions at CSU Fullerton and Gann Global Financial. Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs fundamental analysis with some technical inputs to develop client-specific investment policies and offers both discretionary and non-discretionary portfolio management.
Matthew L
Series 63, Series 65
Irvine, CA
Western Growers Financial Services, Inc.
Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Western Growers Financial Services since 2002. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association representing growers, packers, and shippers in California and Arizona, where he provides investment and financial oversight. Western Growers Financial Services, Inc. offers investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a client-specific investment approach using fundamental analysis and provides both discretionary and non-discretionary services through a small team of advisors.
Silvia F
Series 66
Irvine, CA
Western Growers Financial Services, Inc.
Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with Western Growers Financial Services since 2013. Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm uses fundamental analysis combined with technical inputs to develop client-specific investment policies and offers both discretionary and non-discretionary services through a three-advisor team managing approximately $115.6 million in assets.
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