Bucher Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$146,886,515
Clients
60
75% 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
60
HighAverage account size
$2,448,109
About
Bucher Wealth Advisors provides asset management and financial planning to individuals, trusts, corporations and retirement plans, and also offers separately managed account (SMA) services and pension consulting. Services include tailored portfolio management across individual stocks, bonds, ETFs, mutual funds, options and select private securities, as well as written financial plans and consultations.
Advice is delivered primarily on a non-discretionary basis, with the firm selecting or recommending third‑party SMA managers and monitoring accounts while clients retain final trading authority. The firm combines fundamental, technical and cyclical analysis and implements strategies that include long‑ and short‑term positions, margin borrowing and option-writing, and it uses the Pontera® platform to manage held‑away retirement accounts.
Noteworthy distinctions disclosed in the brochure include operating a legacy wrap‑fee program only for preexisting clients while requiring new clients to use non‑wrap agreements, the explicit use of borrowing and derivatives within SMAs, and that representatives are licensed insurance agents/brokers (a disclosed potential conflict of interest). The firm also provides pension-plan consulting and covers the Pontera® platform fee for held‑away accounts, practices that are uncommon among independent advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Tax-loss harvesting
Fee options
Financial planning and consulting fees up to $2,500 flat fee, with 50% retainer required.
up to 1.25% annually
Account minimum: $1,000,000
Main office location
Bucher Wealth Advisors
1730 S. El Camino Real, Suite 250
San Mateo CA 94402, United States
Number of offices
1
Most active in
Bucher Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Texas
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.
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")