Advisor at Private Wealth Advisors
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Firm
Private Wealth Advisors
Location
Fresno, CA 93720
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
27 years
Martin Mazorra is a CFP® and ChFC® with 27 years of industry experience. He has been with Private Wealth Advisors since 2006, where he serves as one of two primary advisors. Private Wealth Advisors provides discretionary portfolio management and financial consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using mutual funds, ETFs, and options strategies, alongside customized financial planning and pension consulting.
Based on Private Wealth Advisors
Financial consulting flat fees generally range from $1,500 to $10,000
$0 - $149,999: 1.50% annually $150,000 - $249,999: 1.35% annually $250,000 - $499,999: 1.25% annually $500,000 - $749,999: 1.15% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.95% annually $2,000,000 - $2,999,999: 0.85% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.65% annually $5,000,000 - $5,999,999: 0.60% annually $6,000,000 - $6,999,999: 0.55% annually $7,000,000+: 0.50% annually
$500 per hour for financial consulting services
Account minimum: $1,000,000 Fee-only: Financial consulting fees range from $1,500 to $10,000 flat fee; hourly rate is $500/hour
1111 E Herndon Ave, Suite 109
Fresno, CA 93720
California · Texas
Private Wealth Advisors, Llc
2006 - Present (20 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.
CFP®, Series 66
Fresno, CA
Diversified Wealth Management Solutions, LLC
CFP®, CRPC®
Fresno, CA
Coffeehouse Capital
Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
CFP®, Series 63
Fresno, CA
JSW Global Capital Group
Series 65
Fresno, CA
RR Financial Management LLC
Series 66
Fresno, CA
Tri-Quest Investment Advisors
CFP®, Series 66
Fresno, CA
The Foundation Wealth Management, LLC
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