Patrick Coyne
Wealth Management Advisors · Ukiah, California
Patrick Coyne is a fee-only financial advisor at Wealth Management Advisors in Ukiah, California, who holds the CFP credential. Wealth Management Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wealth Management Advisors |
|---|---|
| Based in | Ukiah, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $93.8M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1361042 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.feeonlyinvestmentadvice.com |
How Patrick's firm compares
- Wealth Management Advisors's average account is about $3.6 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Patrick
Is Patrick Coyne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Wealth Management Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Wealth Management Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Coyne based?
Patrick Coyne is based in Ukiah, California.
What credentials does Patrick Coyne hold?
Patrick Coyne holds the CFP credential.
Is Patrick Coyne registered with the SEC?
Yes. Patrick Coyne is registered as an investment adviser representative in CA (CRD 1361042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Advisors manage?
Wealth Management Advisors reports $93.8M across 26 accounts in assets under management.
How do I contact Patrick Coyne?
Through Patrick's website, www.feeonlyinvestmentadvice.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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