Investor FAN

Updated today

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Total assets under management

$427,729,824

Total clients

623

20% high-net worth

Total advisors

of 21 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$686,565

Client services

Portfolio management

Fee options

Fixed

Up to $20,000 for Financial Consulting engagement, or up to $10,000 for a financial plan

Percentage

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 425-372-7517

Advisors at this firm

Francois B

CFP®, Series 66

Fayetteville, GA

Investor FAN

Retirement income strategy General retirement planning Wealth management

Scott B

Series 63, Series 65

Moraga, CA

Investor FAN

Margaret C

CFA®, Series 65

Charlottesville, VA

Investor FAN

Dale T

Series 63, Series 65

Big Timber, MT

Investor FAN

Rod E

Series 63, Series 65

Boise, ID

Investor FAN

Deborah E

CFP®, Series 66

Boise, ID

Investor FAN

Lauren L

CFP®

Boise, ID

Investor FAN

Kenneth C

Series 66

Las Vegas, NV

Investor FAN

Andrea S

Series 65

Boise, ID

Investor FAN

Sofia I

CFP®, Series 63

San Diego, CA

Investor FAN

Maggie S

CFP®, Series 65

Boise, ID

Investor FAN

Vincent D

Series 66

Coeur D'alene, ID

Investor FAN

Todd C

Series 63, Series 65

Bothell, WA

Investor FAN

Brian S

CFP®, Series 63

Bend, OR

Investor FAN

Jeffrey H

Series 63, Series 66

Burien, WA

Investor FAN

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Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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