Atlas Financial Advisors, Inc.

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Client assets under management

$46,924,139

Clients

266

6% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

133

Very High

Average account size

$176,407

About

Atlas Financial Advisors, Inc. provides ongoing portfolio management, financial planning, and pension consulting to individual investors and pension/profit‑sharing plans. The firm offers discretionary investment supervisory services and also provides subscription-based newsletters and fee-based educational seminars and workshops.

Atlas uses a mix of fundamental, technical, and cyclical analysis and implements both long‑ and short‑term trading strategies, including approaches that can involve market timing. It generally seeks discretionary authority to execute trades on clients’ behalf and performs at least quarterly reviews of client accounts.

Noteworthy aspects include a paid monthly newsletter that may contain specific buy/sell recommendations and a regular schedule of public workshops, which are uncommon among peers. Several firm representatives are licensed insurance agents and maintain affiliations with other advisory entities, and the firm disclosed a May 2025 consent order addressing books-and-records and advertising compliance — all of which may be relevant to prospective clients considering a relatively large client base for a two-advisor firm.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

College savings (529s, UTMA, etc.) Debt management Annuities

Fee options

Fixed

$50 per household for educational seminars/workshops

Percentage

1.85% annually plus $25 CRM platform fee

Project-based

$300 per hour for pension consulting and financial planning services

Subscriptions

$120 per month for subscription newsletter service

Other

Account minimum: $150,000 per household

Main office location

Atlas Financial Advisors, Inc.

40 Post Lane

Oroville CA 95966, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Florida · Idaho · Illinois · Indiana · Iowa · Louisiana · Michigan · Minnesota · Nevada · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

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

Quick links

Facebook X YouTube Website 530 589 2515

Advisors at this firm

Steven V

Series 63, Series 65

Winter Garden, FL

Atlas Financial Advisors, Inc.

Steven Van Metre is a financial advisor at Atlas Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Financial Advisors since 2012. Van Metre is also the owner of Bakersfield Retirement in Bakersfield, CA, where he operates as a licensed insurance agent. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis, offering discretionary portfolio management, subscription-based newsletters with trading recommendations, and public educational seminars.

College savings (529s, UTMA, etc.) Debt management Annuities

Arthur G

CFP®, Series 66

Oroville, CA

Atlas Financial Advisors, Inc.

Arthur Garcia is a CFP® with 20 years of industry experience, currently serving as an investment adviser representative at Atlas Financial Advisors, Inc. in Oroville, CA. He has been with Atlas Financial Advisors since 2012 and also holds a position as an insurance agent at Atlas Health Insurance Solutions. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm’s approach includes fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies, and offers additional services such as a subscription-based newsletter and public educational seminars.

College savings (529s, UTMA, etc.) Debt management Annuities

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