Favrile Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,894,327
Clients
13
62% 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
13
LowAverage account size
$1,145,717
About
Favrile Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth individuals, and corporate clients, combining ongoing portfolio management with bespoke planning and consulting engagements. The firm offers standalone financial planning as well as integrated wealth management that pairs advice with execution through a custodian relationship.
The firm’s investment approach emphasizes fundamental analysis and a long-term orientation while permitting shorter-term trades when warranted by client objectives or market conditions. Portfolios are typically built around low-cost mutual funds and ETFs but may include individual stocks, bonds, options and short-sales, and the advisor may retain legacy positions for tax or fit reasons.
Compared with many independent advisors, Favrile Financial does not charge fees as a percentage of assets under management and instead uses fixed and hourly fee arrangements for its services. The firm operates with a single advisory professional managing a modest number of relationships and assets, and the principal maintains an unrelated e-commerce business that occupies material time (including some trading hours); the firm also maintains an institutional custodial relationship that provides technology and support.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Up to $300 per hour for financial planning services
Minimum fee: Annual fixed fee up to $12,000 for wealth management services Fee-only: Hourly fee up to $300 per hour for stand-alone financial planning services
Main office location
Favrile Financial
Del Mar CA, United States
Number of offices
1
Most active in
Favrile Financial 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
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")