Private Wealth Advisors

Private Wealth Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 6 employees and 890 individual clients, 89 of them high net worth.
• Its average account is about $409,000 (assets it manages divided by its 1,102 accounts).

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

Facts

Private Wealth Advisors fees

Private Wealth Advisors 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 (2)

• Martin Mazorra

  CFP · ChFC

• Nicholas Mazorra

  CFP

Other fee-only firms in Fresno

• RR Financial Management
• The Foundation Wealth Management
• Whelan Financial
• Coffeehouse Capital LLC | Financial Planning and Wealth Management
• Endurance Investment Strategies
• Panoramic Financial Advice
• Pathways Advisory Group, Inc.
• Portfolio Advisors, Inc

Fee-only advisors in California