Wealthbuilders, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,400,000
Clients
90
36% high-net worth
Advisors
1
of 2 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
90
Very HighAverage account size
$593,333
About
WealthBuilders serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides ongoing wealth management (combining financial planning and discretionary portfolio management), defined-term financial planning engagements, one‑hour advice sessions, retirement plan consulting, and educational seminars and public appearances.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, typically implemented through model portfolios that rely on low‑cost index strategies and Dimensional Fund Advisors funds; WealthBuilders generally manages client accounts on a discretionary basis and conducts periodic rebalancing. For certain clients it also offers an automated, web‑based portfolio management program delivered in partnership with a third‑party sub‑advisor, and the firm coordinates with clients’ other professionals as part of its planning process.
A distinguishing feature relative to many peers is the firm’s routine delivery of Educational Seminars and Public Appearances to organizations and the public, offered on a fee or occasional pro‑bono basis, which the brochure highlights as a discrete service line. The firm’s lead advisor holds the CFP® designation and has authored a personal finance book aimed at high‑earning sales professionals, and the brochure indicates the firm limits the number of new planning engagements each month to ensure focused attention.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial Planning Services fees typically range from $7,500 to $13,000, negotiable based on complexity
$0 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $14,999,999: 0.50% $15,000,000+: 0.25%
One-Hour Advice Sessions at $495 per hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $10,000 for Wealth Management Fee-only: Fee-only compensation; no commissions or referral fees accepted.
Main office location
Wealthbuilders, LLC
5451 Avenida Encinas, Suite 126 B
Carlsbad CA 92008, United States
Number of offices
1
Most active in
Wealthbuilders, LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
-
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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