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Financial Advisors Network, Inc.
SEC-regulated
Registered investment advisor
Financial Advisors Network, Inc., established in 2011, is a registered investment adviser specializing in investment advisory services for individuals and various clients. The firm offers services such as financial planning, corporate trust services, seminars, SEI programs, and retirement plan management/consulting. Clients can receive financial planning services on an hourly or flat fee basis, with fees ranging from $125 to $3,500. Corporate trust services are offered with a flat fee or a fee based on a percentage of trust assets under management. The firm manages over $954 million in regulatory assets under management. Investment strategies include core, growth, value, momentum, income, and more. The firm acts as a fiduciary, providing fair and full disclosure and acting in the best interest of clients. Clients receive at least annual reviews of their accounts, and the firm does not accept compensation for client referrals. The firm recommends using custodians such as Charles Schwab & Co., LPL Financial, or SEI Private Trust Company. Clients have the option to direct brokerage, and the firm does not accept proxy authority to vote client securities. The firm has no financial commitments impairing its ability to meet client obligations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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