Advisor at Carbahal Olsen Financial Services Group LLC
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Firm
Carbahal Olsen Financial Services Group LLC
Location
Davis, CA 95616-1273
Credentials
Series 63, Series 65
Industry experience
15 years
Manuel Carbahal is a financial advisor with Carbahal Olsen Financial Services Group LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Carbahal Olsen Financial Services Group since 2010 and also serves as Vice President at Carbahal & Company, an accounting practice where he devotes a significant portion of his time. Additionally, he is a managing member of Final Ledger, LLC, a tax preparation business. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, maintaining a notable scale with over $212 million in assets under management and more than 230 client relationships.
Based on Carbahal Olsen Financial Services Group LLC
Based on Carbahal Olsen Financial Services Group LLC
$250 - $1,500 per financial plan
$50,000 - $250,000: 1.00% – 1.75% $250,001 - $499,999: 0.85% – 1.60% $500,000 - $999,999: 0.65% – 1.40% $1,000,000 - $2,499,999: 0.40% – 1.15% $2,500,000+: Contact COFS for pricing
$75 - $350 per hour
Account minimum: $50,000 Fee-only: $75 - $350 per hour or $250 - $1,500 per fixed financial plan
1107 Kennedy Place, Suite 3
Davis, CA 95616-1273
California
Final Ledger, LLC
2025 - Present (1 year)
Carbahal Olsen Financial Services Group LLC
2010 - Present (16 years)
Carbahal & Company
1984 - Present (42 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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