Wells, Fay

Overview

Wells, Fay operates as a sole proprietorship and is classified as an independent registered investment adviser operating out of California. The business is owned by an individual and leans toward fee-for-service work rather than traditional asset-based management: its documented fee arrangements are hourly charges and fixed fees. A noted part of the firm's activity set is running educational seminars and workshops, suggesting a focus on client education and advice delivery rather than large-scale discretionary portfolio management. The firm is not an ESG-focused investor and is not structured as a multi-state adviser.

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Investments & Alternatives

Location & Offices