Firm
Wealthlynk
Fallbrook, California
Fee-only
Wealthlynk at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 176 individual clients, 38 of them high net worth.
- Its average account is about $629,000 (assets it manages divided by its 178 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fallbrook, California |
|---|---|
| Website | nextdoor.com/page/wealthlynk-inc-fallbrook-ca?utm_campaign=1766426192002&share_action_id=6d36bd6e-903a-4f49-9389-869df2c |
| Phone | (760) 621-4471 |
Wealthlynk fees
Wealthlynk 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $112 million |
| Individual clients | 138 |
| High-net-worth clients | 38 |
| Accounts managed | 178 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-137244) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 327527 |
Advisors at this firm (1)
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