Alychandra McFarlane
WealthFolio Advisors · Sonoma, California
Alychandra McFarlane is a fee-only financial advisor at WealthFolio Advisors in Sonoma, California. Alychandra focuses on retirement planning and tax planning. WealthFolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alychandra →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | WealthFolio Advisors |
|---|---|
| Based in | Sonoma, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $51.1M across 276 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2540537 |
| Exams passed | Series 63 (1995) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | wealthfolioadvisors.com |
| Profile |
Request an introduction to Alychandra
Tell Alychandra a little about what you're looking for. Alychandra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alychandra
Is Alychandra McFarlane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alychandra holds no broker registration, and WealthFolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alychandra charge for financial advice?
Alychandra's firm, WealthFolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Alychandra charge?
According to WealthFolio Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Alychandra McFarlane based?
Alychandra McFarlane is based in Sonoma, California.
What does Alychandra specialize in?
Alychandra's specialties include retirement planning and tax planning. Alychandra works with retirees, pre-retirees and mid-life transitions.
Is Alychandra McFarlane registered with the SEC?
Yes. Alychandra McFarlane is registered as an investment adviser representative in CA (CRD 2540537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does WealthFolio Advisors manage?
WealthFolio Advisors reports $51.1M across 276 accounts in assets under management.
How do I contact Alychandra McFarlane?
Through Alychandra's website, wealthfolioadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthFolio Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.