Lindsey Swanson
We Financial Group · Oakland, California
Lindsey Swanson is a fee-only financial advisor at We Financial Group in Oakland, California, who holds the CFP credential. We Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Tech employees
- Cross-border families
- Multi-generational families
Facts
| Firm | We Financial Group |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Languages | French |
| Assets under management | $127.4M across 648 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6256916 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wefinancialgroup.us |
| Profile |
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Questions about Lindsey
Is Lindsey Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsey holds no broker registration, and We Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsey charge for financial advice?
Lindsey's firm, We Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Lindsey work in?
Besides English, We Financial Group offers service in French, according to its website.
Where is Lindsey Swanson based?
Lindsey Swanson is based in Oakland, California.
What credentials does Lindsey Swanson hold?
Lindsey Swanson holds the CFP credential.
Is Lindsey Swanson registered with the SEC?
Yes. Lindsey Swanson is registered as an investment adviser representative in CA (CRD 6256916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does We Financial Group manage?
We Financial Group reports $127.4M across 648 accounts in assets under management.
How do I contact Lindsey Swanson?
Through Lindsey's website, www.wefinancialgroup.us.
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
- We Financial Group 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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