Molano Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$800,000
Total clients
5
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$160,000
About
Molano Wealth Management serves a very small roster of individual clients and provides discretionary asset management alongside comprehensive financial planning, hourly consultations, and an ongoing subscription planning service. The firm reports $800,000 in discretionary assets under management and operates with a small advisory team, focusing on individualized goals, time horizons, and risk tolerances.
The firm’s investment work is discretionary and tailored to client objectives, using a mix of fundamental, technical, cyclical analysis, Modern Portfolio Theory, and Monte Carlo techniques to inform asset allocation, monitoring, and rebalancing. Financial plans are documented and updated as needed, and ongoing planning clients are offered regular meetings and check-ins as part of a subscription model described in the brochure.
Compared with many peers, Molano is notable for its very small client base and AUM and for actively offering public educational seminars and workshops by contract, which the brochure describes as strictly educational. The adviser also discloses a tied insurance business occupying a modest portion of time and a no-minimum account policy, reflecting a practice profile oriented toward non‑high‑net‑worth individuals rather than a primarily HNW clientele.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $3,000 to $36,000; seminars/workshops $300 per hour (including prep)
$0 - $2,000,000: 1.00% annually $2,000,000.01+: 0.90% annually
Separate commissions for insurance products sold through Molano Insurance Services
$300 per hour for consultation services
Monthly subscription fee of $189/month for ongoing financial consulting; initial meeting fee $499
Fee-only: Financial planning fixed fees from $3,000 to $36,000; hourly fee $300/hour; monthly subscription $189/month with $499 initial meeting fee
Main office location
Molano Wealth Management
525 W Main St., Suite 120 1193
Visalia CA 93291, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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