Wealth Advisors, Inc.

Wealth Advisors, Inc. is a financial advisory firm established in 2000, based in Henderson, NV, and Rancho Santa Fe, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, the firm is committed to acting in the best interest of clients. Investment services offered include asset management, financial planning, retirement income analysis, insurance and risk management, tax planning, business planning, estate and legacy planning. The firm follows a Seven Step Wealth Planning Process to identify, assess, grow, and protect wealth for clients. For Investment Management services, the firm requires a minimum account balance of $100,000. Fees for this service do not exceed 2.50% annually and are billed quarterly based on the account value. Financial planning and consulting services are offered on an hourly or flat fee basis, with fees ranging from $1,000 to $50,000. The firm may use various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis. Wealth Advisors, Inc. does not charge performance-based fees, and clients have the option to place reasonable restrictions on the types of investments held in their portfolios. The firm recommends the use of Charles Schwab as the custodian and broker for client assets. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. The firm does not receive soft dollars in excess of what is allowed by regulations and does not pay referral fees to independent solicitors.