Trusted Financial Advisors

Overview

Trusted Financial Advisors is a California-based independent registered investment adviser organized as a sole proprietorship and owned by an individual advisor. The firm serves individual and family clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator, pension consultant, or related-adviser network participant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices