Fearless Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,636,685
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
61
43% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
TypicalAverage account size
$1,321,913
About
Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high‑net‑worth clients, and also offers written financial plans and consulting. In addition to individual accounts, the firm indicates it can manage certain retirement or employee benefit plan accounts under ERISA Section 3(21)(A).
The firm emphasizes individualized portfolios with ongoing supervision and at‑least‑quarterly reviews, using economic, technical and cyclical analysis to implement strategies that can include individual stocks and bonds, ETFs, options (including option writing), margin, leveraged and inverse investments, and highly concentrated positions. It manages client assets on a discretionary basis and generally tailors portfolios and rebalances them to client goals and stated restrictions, with a $1 million account minimum for asset management.
Distinctive aspects include the firm’s acceptance of non‑individual plan clients (an uncommon service for peers) and several disclosed regulatory and client‑related events: a state registration penalty and a past client allegation that was settled with the firm’s insurer, which the brochure documents. The firm also notes limited written reporting by default (verbal reviews at least annually unless a client requests written reports) and operates with a small advisory team while managing its reported assets.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
2.00% annually, billed quarterly in arrears, may be lower
Account minimum: $1,000,000 Fee-only: Up to a one-time fee of $4,500 for financial planning to non-money management clients; no additional financial planning fees for money management clients
Most active in
Fearless Wealth has reported serving >5 clients in these states in the last 12 months.
California · Washington
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Quick links
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