Top financial advisors in Fairfield, CA
We’ve curated a list of the best financial advisors in Fairfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$263,191,219
Number of advisors
7 advisors
| $263,191,219 | 7 advisors | |
| 2 |
Assets under management
$74,171,358
Number of advisors
1 advisors
| $74,171,358 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fairfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Solano Wealth Management, Inc.
Solano Wealth Management, Inc. is a registered investment adviser based in Fairfield, CA, established in 2013 by Rufus Williams. The firm specializes in providing a range of investment advisory services, including financial planning and consulting for individuals, families, and other clients. They offer services such as investment planning, retirement planning, estate planning, and more. The firm generally requires a minimum household balance of $250,000 to open and maintain accounts, with exceptions made on a case-by-case basis. Solano Wealth Management, Inc. also offers retirement plan consulting services to employer plan sponsors, assisting in establishing, monitoring, and reviewing company retirement plans. The firm operates as a fiduciary, acting in the best interests of clients. They charge fees based on a percentage of plan assets under management, not exceeding 1.00%. Solano Wealth Management, Inc. does not accept performance-based fees and only manages accounts where they have discretionary authority. The firm uses methods such as asset allocation and fundamental analysis in formulating investment advice, with a focus on long-term and short-term purchases. Clients are encouraged to review the firm's Code of Ethics, which outlines ethical standards and procedures for personal securities transactions. Solano Wealth Management, Inc. manages $263,191,219 in regulatory assets under management as of December 31, 2022.
$263,191,219 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesBenning Financial Group, LLC
Benning Financial Group, LLC is a state-registered investment adviser established in 2002, located in California. The firm offers individual portfolio management services on a discretionary or non-discretionary basis, tailored to each client's unique circumstances. The firm manages over $90 million in client assets as of 12/31/2024. Fees for these services are charged as a percentage of assets under management, with a minimum initial investment of $500,000. The fee schedule is tiered based on the amount of assets managed. The firm may negotiate fees on a client-by-client basis. Additionally, consulting services are available on a flat fee basis starting at $2,500. Investment strategies employed include long-term purchases, short-term purchases, trading, and option writing. The firm utilizes fundamental and cyclical analysis to formulate investment advice. Benning Financial Group does not charge performance-based fees. The firm acts as a fiduciary for ERISA accounts, ensuring that fees are reasonable and not tied to commissions. Clients have investment discretion and may provide written instructions to limit this authority. The firm does not vote proxies on behalf of clients and does not engage in principal transactions. Clients receive regular account reviews and reports, and the firm has no reportable disciplinary events. Benning Financial Group does not engage solicitors or pay for client referrals.
$74,171,358 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fairfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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