Advisor at Financial Telesis Company
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
Financial Telesis Company
Location
Solvang, CA 93463
Credentials
CFP®, Series 63
Industry experience
27 years
$300 per hour for developing client goals, investment strategies, portfolio reviews, and other advisory services
Minimum fee: $125 minimum quarterly fee for standard portfolios, $100 minimum quarterly fee for capital preservation or short-term fixed income portfolios Fee-only: Hourly fee of $300/hour for certain services
Financial Telesis Company
1984 - Present (42 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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