Premier Financial Group

Premier Financial Group at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 12 advisors are listed here.
• Its Form ADV reports 17 employees and 546 individual clients, 16 of them high net worth.
• Its average account is about $602,000 (assets it manages divided by its 1,362 accounts).

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

Facts

Premier Financial Group fees

Premier Financial Group 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 (12)

• Carla Simpson

• Francoise Crandell

• Georgia Nordquist

• Ginger Weber

• Jeremy Sorci

• John Gloor

• Kyla Orr

• Mary Mizera

• Phoenix Arnold

• Teresa Conley

• Teresa Sollom

• Wayne Caldwell

Other fee-only firms in California

• Presidio Capital Management · San Diego
• Pring Turner · Alamo
• Prism Advisors · Studio City
• Private Financial Counseling · Los Angeles
• Private Financial Management LLC · Orinda
• Private Wealth Advisors · Fresno
• Private Wealth Partners · Mill Valley
• Privatus Wealth · Rancho Cucamonga

Fee-only advisors in California