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Alychandra Mcfarlane

Advisor at WealthFolio Advisors LLC

Updated today
WealthFolio Advisors LLC logo

Firm

WealthFolio Advisors LLC

Location

Sonoma, CA 95476

Credentials

Series 63, Series 65

Industry experience

12 years

About

Alychandra McFarlane is a financial advisor at WealthFolio Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at WealthFolio Advisors since 2019. In addition to her advisory role, she is Co-Owner and President of an IT consulting firm. WealthFolio Advisors LLC serves individual and high-net-worth clients with portfolio management, financial planning, and Delaware Statutory Trust consulting. The firm utilizes a written Investment Policy Statement and applies modern portfolio theory through model portfolios tailored to client risk profiles, employing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, annuities, and selective private or real estate funds.

Client services

Based on WealthFolio Advisors LLC

Financial planning Portfolio management
Financial consulting, delaware statutory trust consulting

Expertise

Based on WealthFolio Advisors LLC

Annuities Private / alternative investments Real estate investing

Fee options

Fixed

Fixed fees for financial planning services between $500 and $5,000

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - And Up: 0.70%

Project-based

$150 to $300 per hour for financial planning services

Other

Account minimum: $500,000 Fee-only: Portfolio management fees, Financial Consulting Fees, Delaware Statutory Trust Consulting Fees, Financial Planning Fees (hourly $150-$300, fixed $500-$5,000)

Location

645 First Street West Suite B

Sonoma, CA 95476

Most active in

California

Work history

WealthFolio Advisors LLC

2019 - Present (7 years)

Benchmark Information Technology

2007 - Present (19 years)

Wells Fargo Investments, Llc

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John C

Series 66

Petaluma, CA

Cruse Investments

General retirement planning
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Hardik P

Series 65

Santa Rosa, CA

Trusted Path Wealth Management, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Patrick B

CFA®, Series 63

Napa, CA

Brennan Asset Management

Active portfolio management Options & derivatives strategies
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Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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John J

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management

L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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