WealthFolio Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,103,341
Total clients
114
6% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
57
Average account size
$448,275
About
WealthFolio Advisors provides advisory services to individual and high-net-worth clients, delivering ongoing portfolio management, financial planning, financial consulting and specialized Delaware Statutory Trust (DST) consulting for 1031 exchanges. The firm specifies a $500,000 account minimum and manages a client base of roughly 100 households.
The firm documents an Investment Policy Statement for each client and applies modern portfolio theory in model portfolios where differences are driven mainly by asset-allocation targets (lower-risk models skew toward fixed income and annuities; higher-risk models toward equities). WealthFolio generally seeks discretionary trading authority, conducts quarterly account reviews, and may include mutual funds, ETFs, private funds, real estate funds, annuities and limited cryptocurrency exposure as part of diversified allocations.
Noteworthy features that distinguish the firm from many peers include a formal DST/1031-exchange consulting offering and the fact that firm principals are licensed to sell insurance products, a potential source of commissionable recommendations disclosed as a conflict of interest. The firm also requires clients to use specified custodian/broker-dealers and does not aggregate trades across client accounts, practices that can affect execution and trade allocation relative to many other advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning services between $500 and $5,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - And Up: 0.70%
$150 to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Portfolio management fees, Financial Consulting Fees, Delaware Statutory Trust Consulting Fees, Financial Planning Fees (hourly $150-$300, fixed $500-$5,000)
Main office location
WealthFolio Advisors LLC
645 First Street West Suite B
Sonoma CA 95476, United States
Number of offices
3
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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