Advisor at C Financial and Tax Associates
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
C Financial and Tax Associates
Location
Riverside, CA 92506
Credentials
CFP®, Series 63, Series 65
Industry experience
41 years
Cecelia Fairfax is a financial advisor at C Financial and Tax Associates with 41 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her career includes roles at Innovation Partners LLC since 2016 and Tax & Insurance Services Incorporated since 1989, where she also owns and prepares tax returns and sells insurance products. C Financial and Tax Associates is an independent registered investment adviser serving a diverse client base including individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm operates on a non-discretionary basis, recommending asset allocations and third-party managers while providing comprehensive financial planning, tax preparation, and insurance services.
Based on C Financial and Tax Associates
Based on C Financial and Tax Associates
$100,000 - $250,000: 2.00% (SEI) $250,001 - $1,000,000: 1.50% (SEI) $1,000,001 - $2,000,000: 1.25% (SEI) $2,000,001 - $3,000,000: 1.00% (SEI) $3,000,001 - $5,000,000: 0.75% (SEI) $5,000,001+: 0.50% (SEI) Less than $50,000 - $50,000: 0.45% (Orion administration fee) $50,001 - $100,000: 0.35% (Orion administration fee) $100,001 - $250,000: 0.20% (Orion administration fee) $250,001 - $500,000: 0.175% (Orion administration fee) Over $500,000+: 0.15% (Orion administration fee) $0 and up+: Up to 1.00% internal annual fee on Managed Mutual Fund Strategy – Investor Class (PFG) $0 - $500,000: 1.50% direct management fee plus 1.00% charged to funds (Managed Mutual Fund Strategy – Institutional Class PFG) $500,001 - $3,000,000: 1.125% direct management fee plus 1.00% charged to funds (PFG) $3,000,001 - $5,000,000: 0.80% direct management fee plus 1.00% charged to funds (PFG) $5,000,001 - $10,000,000: 0.65% direct management fee plus 1.00% charged to funds (PFG) $10,000,001+: Subject to negotiation direct management fee plus 1.00% charged to funds (PFG) $0 - $500,000: 2.00% direct annual management fee (Variable Annuity, Variable Universal Life, and Separately Managed Accounts PFG) $500,001 - $3,000,000: 1.50% direct annual management fee (PFG) $3,000,001 - $5,000,000: 1.00% direct annual management fee (PFG) $5,000,001 - $10,000,000: 0.80% direct annual management fee (PFG) $10,000,001+: Subject to negotiation direct annual management fee (PFG)
Advisors are registered representatives who may sell insurance and securities products for commissions; conflicts of interest disclosed
$250 per hour for financial planning and consulting services, negotiable depending on complexity
Account minimum: No minimum net worth required for financial planning; for third-party money managers, minimums vary by program (e.g., SEI starts at $100,000, Orion less than $50,000, PFG $0) Fee-only: Financial planning charged at $250 per hour, may be negotiable; no minimum net worth required for financial planning services
6373 Brockton Ave.
Riverside, CA 92506
California
Innovation Partners LLC
2016 - Present (10 years)
C Financial and Tax Associates - A reigistered
2014 - Present (12 years)
Tax & Insurance Services Incorporated
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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