California Financial Advisors
San Ramon, CA·SEC-registered · CRD #110152
California Financial Advisors is an SEC-registered investment advisory firm in San Ramon, CA managing $2.3B across 3.9k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
3.9k
Advisory staff
14
Fee model
Fee-based
How California Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about California Financial Advisors
How much does California Financial Advisors manage?
Per its most recent SEC Form ADV filing (05/26/2026), California Financial Advisors reports $2.3B in regulatory assets under management across roughly 3.9k client accounts.
How does California Financial Advisors charge?
California Financial Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is California Financial Advisors a fiduciary?
Yes. California Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #110152), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is California Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks California Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Ramon, CA
Profile compiled from California Financial Advisors's public SEC Form ADV filing (CRD #110152, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of California Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with California Financial Advisors? Claim this profile.