ACCLARO Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,600,000
Clients
5
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$920,000
About
Acclaro Wealth Management provides investment management and financial planning and consulting to individuals, qualified retirement plans, trusts and small businesses. The firm constructs portfolios using no-load mutual funds, exchange-traded funds and individual securities and delivers written financial plans that address retirement, estate, tax, insurance and other planning topics.
The firm tailors advice with a written Investment Policy Statement, ongoing monitoring and at least quarterly reviews, and it employs a mix of fundamental, technical and cyclical analysis as well as option strategies when appropriate. Implementation may include model portfolios and the use of independent money managers or wrap-fee arrangements, with portfolios managed similarly across wrap and non-wrap accounts.
Noteworthy for a firm of its size, Acclaro acts as a wrap fee program sponsor (see Part 2A, Appendix 1) and discloses an affiliation with an insurance business whose representatives are licensed insurance agents and may offer insurance products. The brochure also discloses that the firm may share advisory fees with independent managers (typically 25–50%) and participates in an institutional custody program for trade execution and support.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax strategies for small businesses
Wealth management
Fee options
Flat fees generally range from $3,000 to $10,000 for financial planning and consulting
$250 per hour for financial advisors
Minimum fee: Minimum fee of $3,000 for written financial plans Fee-only: Hourly fees at $250 per hour; flat fees ranging from $3,000 to $10,000 for financial planning and consulting
Main office location
ACCLARO Wealth Management
1840 San Miguel Drive, 202
Walnut Creek CA 94596, United States
Number of offices
1
Most active in
ACCLARO Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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