First and Main Financial

First and Main Financial at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 122 individual clients, 73 of them high net worth.
• Its average account is about $450,000 (assets it manages divided by its 367 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

First and Main Financial fees

First and Main Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Alison Van Dyke

  CFP

• Eric Wheeler

  CFA

• Erik Wolfers

  CFP