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Van Hulzen Financial Advisors

El Dorado Hills, CA·SEC-registered · CRD #116632

Van Hulzen Financial Advisors is an SEC-registered investment advisory firm in El Dorado Hills, CA managing $2.1B across 3.0k client accounts, with 16 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.1B

Client accounts

3.0k

Advisory staff

16

Fee model

Fee-based

How Van Hulzen 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.

% of assetsHourlyCommissionsFee-based

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Common questions about Van Hulzen Financial Advisors

How much does Van Hulzen Financial Advisors manage?

Per its most recent SEC Form ADV filing (03/19/2026), Van Hulzen Financial Advisors reports $2.1B in regulatory assets under management across roughly 3.0k client accounts.

How does Van Hulzen Financial Advisors charge?

Van Hulzen 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 Van Hulzen Financial Advisors a fiduciary?

Yes. Van Hulzen Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #116632), 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 Van Hulzen 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 Van Hulzen Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in El Dorado Hills, CA

Profile compiled from Van Hulzen Financial Advisors's public SEC Form ADV filing (CRD #116632, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Van Hulzen 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 Van Hulzen Financial Advisors? Claim this profile.