Alychandra Mcfarlane
Advisor at WealthFolio Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WealthFolio Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WealthFolio Advisors LLC
Location
Sonoma, CA 95476
Credentials
Series 63, Series 65
Industry experience
12 years
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.
Based on WealthFolio Advisors LLC
Based on WealthFolio Advisors LLC
Fixed fees for financial planning services between $500 and $5,000
$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%
$150 to $300 per hour for financial planning services
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)
645 First Street West Suite B
Sonoma, CA 95476
California
WealthFolio Advisors LLC
2019 - Present (7 years)
Benchmark Information Technology
2007 - Present (19 years)
Wells Fargo Investments, Llc
2001 - Present (25 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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