Selah Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,633,487
Clients
67
0% 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
67
Very HighAverage account size
$143,783
About
Selah Wealth Advisors works with individual clients, including high‑net‑worth individuals, to provide investment management, financial planning (both project‑based and ongoing), retirement plan consulting, and estate‑planning facilitation. The firm also offers educational seminars and speaking engagements on personal finance and investment topics.
The firm develops personalized investment policies and asset‑allocation targets through client discussions of goals, time horizon, and risk tolerance, and manages portfolios using a blend of fundamental and cyclical analysis alongside modern portfolio theory; it employs both active and passive vehicles and may manage accounts on a discretionary or non‑discretionary basis as agreed with each client. Financial planning services address cash flow, retirement distribution, college savings, tax‑efficiency, insurance and risk management, and may include implementation assistance or referrals to third‑party professionals.
Distinctive aspects of the firm include that its principal is a licensed insurance agent and mortgage loan originator and, in that separate capacity, may transact insurance or mortgage business with clients—a relationship the firm discloses as a potential conflict of interest and says clients are not required to accept such recommendations. The firm also routinely offers pro bono educational seminars and leverages a third‑party estate‑planning technology (Wealth, Inc.) to facilitate estate documents alongside its advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Project-based financial planning fees up to $2,499; initial comprehensive financial plan fee up to $2,499 (non-refundable); ongoing financial planning fees range $19 to $999 per month
$0 - $999,999: 1.29% $1,000,000 - $2,999,999: 0.99% $3,000,000+: 0.69%
Ongoing financial planning monthly fees ranging from $19 to $999 depending on client net worth and complexity
Minimum fee: Monthly advisory fees ranging from $0 to $999 depending on services and client net worth Fee-only: Yes, firm is fee-only, no commissions or sales-related compensation received by the firm
Main office location
Selah Wealth Advisors
Fillmore CA, United States
Number of offices
1
Most active in
Selah Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · New York · 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.
Forms ADV
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")