Trace Wealth Advisors

Trace Wealth Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 62 individual clients, 53 of them high net worth.
• Its average account is about $2.5 million (assets it manages divided by its 116 accounts).

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

Facts

Trace Wealth Advisors fees

Trace 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 (1)

• Peter Heilbron

  CFA

Other fee-only firms in Los Angeles

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Fee-only advisors in California