Bijan Golkar
FPC Wealth · Petaluma, California
Bijan Golkar is a fee-only financial advisor at FPC Wealth in Petaluma, California, who holds the CFP credential. Bijan charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning.
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Specialties
Facts
| Firm | FPC Wealth |
|---|---|
| Based in | Petaluma, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $364.6M across 753 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5814146 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fpcwealth.com |
| Profile |
How Bijan's firm compares
- FPC Wealth's average account is about $484,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Bijan
Is Bijan Golkar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bijan holds no broker registration, and FPC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bijan charge for financial advice?
Bijan charges a percentage of assets.
How much does Bijan charge?
According to FPC Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Bijan Golkar based?
Bijan Golkar is based in Petaluma, California.
What does Bijan specialize in?
Bijan's specialties include tax planning.
What credentials does Bijan Golkar hold?
Bijan Golkar holds the CFP credential.
Is Bijan Golkar registered with the SEC?
Yes. Bijan Golkar is registered as an investment adviser representative in CA and TX (CRD 5814146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FPC Wealth manage?
FPC Wealth reports $364.6M across 753 accounts in assets under management.
How do I contact Bijan Golkar?
Through Bijan's website, www.fpcwealth.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
- FPC Wealth 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.
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