Joseph Wells
Selby Wealth Management · Emeryville, California
Joseph Wells is a fee-only financial advisor at Selby Wealth Management in Emeryville, California, who holds the CFP and CFA credentials. Selby Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Selby Wealth Management |
|---|---|
| Based in | Emeryville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $544.8M across 480 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4170305 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.selbywealth.com |
| Profile |
How Joseph's firm compares
- Selby Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 480 accounts).
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Questions about Joseph
Is Joseph Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Selby Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Selby Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Wells based?
Joseph Wells is based in Emeryville, California.
What credentials does Joseph Wells hold?
Joseph Wells holds the CFP and CFA credentials.
Is Joseph Wells registered with the SEC?
Yes. Joseph Wells is registered as an investment adviser representative in CA and TX (CRD 4170305), 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 Selby Wealth Management manage?
Selby Wealth Management reports $544.8M across 480 accounts in assets under management.
How do I contact Joseph Wells?
Through Joseph's website, www.selbywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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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