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5 Talents Advisors, Inc.

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Client assets under management

$54,031,000

Clients

264

9% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

132

Very High

Average account size

$204,663

About

5 Talents Advisors is a registered investment adviser that serves individuals (including high‑net‑worth clients) as well as corporations, charities, and pension and profit‑sharing plans. The two‑advisor firm manages roughly $54 million in discretionary client assets and provides comprehensive financial planning, targeted financial consulting, discretionary portfolio management, and non‑ERISA retirement plan consulting.

The firm constructs client portfolios from customized model portfolios and applies a mix of fundamental and technical analysis, using both long‑ and short‑term strategies and periodic rebalancing to manage risk. Recommended holdings include mutual funds, ETFs, individual equities, fixed income and REITs, and the firm typically directs clients to use a qualified custodian for custody and fee processing.

A notable aspect of the firm is that its owners are licensed independent insurance agents and may receive commissions when clients implement planning recommendations, a potential conflict the brochure discloses and describes procedures to mitigate. For a small supported firm, it also highlights retirement plan consulting services and documents custody safeguards and a business continuity plan.

Client services

Financial planning Portfolio management Retirement plan consulting services

Expertise

Wealth management General tax planning Cash flow / budgeting

Fee options

Fixed

Up to $5,000 for comprehensive financial planning services

Percentage

$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.85%

Project-based

Up to $250 per hour

Main office location

5 Talents Advisors, Inc.

2531 Merrychase Dr., Suite 200

Cameron Park CA 95682, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gene T

Series 63, Series 65

Cameron Park, CA

5 Talents Advisors, Inc

Gene Tabb is a financial advisor with 27 years of industry experience, currently with 5 Talents Advisors, Inc. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, SCF Securities, Golden State Propane, and Sierra Wealth Management. Outside of his advisory role, he serves as a board member of the Placerville Lions Club and is the owner and president of Sierra Wealth Management. 5 Talents Advisors provides comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting to individuals, corporations, charities, and qualified plans. The firm uses customized model portfolios combining fundamental and technical analysis, employing both long- and short-term trading strategies, and offers ongoing portfolio management and quarterly performance reporting.

Wealth management General tax planning Cash flow / budgeting
user avatar

Jayson J

Series 63, Series 65

Cameron Park, CA

5 Talents Advisors, Inc.

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

Wealth management General tax planning Cash flow / budgeting
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