Financial Advisors Network, Inc.

Financial Advisors Network serves individuals, high net worth clients, trusts and retirement plan sponsors, offering a mix of services including Wrap Comprehensive Portfolio Management, financial planning and consulting, corporate trustee services, SEI model program allocations, seminars, and retirement plan management/consulting. The firm manages client assets on a discretionary basis through wrapped accounts and SEI-sponsored programs and also provides standalone financial plans and consulting engagements.

The firm’s investment process integrates fundamental, technical and quantitative analysis and implements a range of strategies — including core/index, growth, value, momentum, income, tax-managed, dividend-focused, and REIT tilts — with SEI-enabled quarterly rebalancing for certain accounts. Wrap program clients receive individualized portfolio management with the ability to impose reasonable investment restrictions, periodic account reviews (at least annually), and written financial plans or consultations generally completed within six months when engaged.

Notable distinctions include its affiliation with parent company Kamps, Inc., which owns FAN Tax Planning Group and Independent Recordkeeping; for clients with at least $500,000 under management the parent may subsidize a portion of tax planning and preparation fees, a relationship the firm discloses as a potential conflict of interest. The firm also offers to act as trustee or co-trustee for client trusts and provides access to less liquid, specialized investments such as first trust deed opportunities and pooled first trust deed funds, with attendant liquidity and credit risks disclosed in the brochure.