Cannon Beach Financial Advisors

Cannon Beach Financial Advisors, formerly known as Cannon Beach Consultants, Inc., is a registered investment adviser based in San Ramon, CA. Established in 2006, the firm manages over $175 million in regulatory assets under management, offering portfolio management services on a discretionary or non-discretionary basis. They provide individual portfolio management services, financial planning, and consulting services, tailored to clients' needs and objectives. The firm's fee structure varies based on the type of portfolio, with annualized fees ranging from 0.5% to 1.2% of assets under management. Clients have the option to pay fees on an hourly basis or a fixed fee basis for financial planning and consulting services. Cannon Beach Financial Advisors may receive economic benefits from Fidelity for administrative and brokerage support, creating a potential conflict of interest. Clients have the ability to grant the firm discretionary authority for trading decisions, and Cannon Beach Financial Advisors may vote proxies for certain client accounts. The firm does not impose a minimum account size requirement and does not compensate third-party solicitors for client referrals. Additionally, the firm has not been involved in any material legal or disciplinary events in the past. For more information, clients can contact Cannon Beach Financial Advisors at 888-839-9399 or [email protected].