Wayne Caldwell
Premier Financial Group · Eureka, California
Wayne Caldwell is a fee-only financial advisor at Premier Financial Group in Eureka, California. Premier Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Wayne →
Facts
| Firm | Premier Financial Group |
|---|---|
| Based in | Eureka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $819.9M across 1,362 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1252052 |
| Exams passed | Series 63 (1984) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.premierfinancial.com |
How Wayne's firm compares
- Premier Financial Group's average account is about $602,000, from its Form ADV (assets managed divided by 1,362 accounts).
Request an introduction to Wayne
Tell Wayne a little about what you're looking for. Wayne 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 Wayne
Is Wayne Caldwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Premier Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wayne charge for financial advice?
Wayne's firm, Premier Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wayne Caldwell based?
Wayne Caldwell is based in Eureka, California.
Is Wayne Caldwell registered with the SEC?
Yes. Wayne Caldwell is registered as an investment adviser representative in CA (CRD 1252052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Premier Financial Group manage?
Premier Financial Group reports $819.9M across 1,362 accounts in assets under management.
How do I contact Wayne Caldwell?
Through Wayne's website, www.premierfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eureka
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.
See something wrong? Request a correction. Read our methodology.