Advisor at Molano Wealth Management
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Firm
Molano Wealth Management
Location
Visalia, CA 93291
Credentials
Series 65
Industry experience
3 years
David Molano is the principal advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 license with three years of industry experience. His prior work includes roles at H&R Block and the Visalia Unified School District, and he also operates Molano Insurance Services, an insurance agency he has managed since 2009. Molano Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individual and business clients. The firm uses tailored investment strategies based on fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo projections, and offers educational seminars and subscription-based planning services alongside its asset management.
Based on Molano Wealth Management
Based on Molano Wealth Management
Financial planning fixed fees ranging from $3,000 to $36,000; seminars/workshops $300 per hour (including prep)
$0 - $2,000,000: 1.00% annually $2,000,000.01+: 0.90% annually
Separate commissions for insurance products sold through Molano Insurance Services
$300 per hour for consultation services
Monthly subscription fee of $189/month for ongoing financial consulting; initial meeting fee $499
Fee-only: Financial planning fixed fees from $3,000 to $36,000; hourly fee $300/hour; monthly subscription $189/month with $499 initial meeting fee
525 W Main St., Suite 120 1193
Visalia, CA 93291
California
Molano Wealth Management
2023 - Present (3 years)
H&R BLOCK
2023 - 2024 (1 year)
Molano, David sole proprietor DBA Molano Insurance Services
2009 - Present (17 years)
Visalia Unified School District
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 63, Series 66
Visalia, CA
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Sequoia Financial, LLC
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Gilman Harris Travioli Slover Accountancy Corporation
Series 65
Visalia, CA
Molano Wealth Management
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