Statheros Financial Solutions, Inc.

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Client assets under management

$553,875,871

Clients

555

29% high-net worth

Advisors

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$997,975

Client services

Financial planning Portfolio management Pension consulting

Main office location

Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135

El Dorado Hills CA 95762, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Nevada · Ohio · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 916-932-1219

Advisors at this firm

Caleb H

Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

Emilie A

CFP®, Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

Justin W

Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

David R

Series 63

San Jose, CA

Statheros Financial Solutions, Inc.

Gregory P

PFS™

Hailey, ID

Statheros Financial Solutions, Inc.

Jacob P

CFP®, ChFC®, Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

Kelly R

Series 65

San Jose, CA

Statheros Financial Solutions, Inc.

Douglas D

Series 65

Worley, ID

Statheros Financial Solutions, Inc.

Michael R

Series 63, Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

Bryan G

Series 65

El Dorado Hills, CA

Statheros Financial Solutions, Inc.

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