Abound Financial is a financial advisory firm based in Granite Bay, California. It currently has approximately $352,431,608 of assets under management and employs about 6 people. Abound Financial uses a fee structure of a percentage of assets under your management and fixed fees.

Spectrum Wealth Advisors, established in 2018, is a California-based investment advisory firm owned by Kenneth Christie and Michael Thompson. As a fiduciary, the firm is committed to acting in the best interest of its clients. Spectrum offers a range of services including asset management, financial planning, and retirement plan consulting. The firm's investment strategies include fundamental and quantitative analysis, sector analysis, and qualitative analysis. Clients have the option to grant investment discretion to the firm, allowing Spectrum to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not have custody of client funds or securities. Spectrum Wealth Advisors charges fees based on a percentage of assets under management, with maximum annual fees not exceeding 1.75% for asset management and 2.25% for comprehensive portfolio management. The firm may receive non-cash benefits from LPL Financial to assist in managing client accounts. Spectrum does not have any disciplinary events and has not filed for bankruptcy. The firm has received financial assistance through the SBA's Economic Injury Loan program in response to the COVID-19 pandemic. Clients are encouraged to review the firm's Form ADV Part 2A for more detailed information.

Dynamic Wealth Strategies, LLC is a financial advisor firm based in Granite Bay, California. The firm was established in 2013 and is owned by Nathan Ankney, J. Brian Boyle, and Everett Hambleton. They specialize in asset management, comprehensive portfolio management, horizons fixed income management, BIOs management, and financial planning & consulting. For asset management services, the firm creates portfolios based on individual needs and risk tolerance, with a minimum initial investment of $1,000,000. Fees are based on a tiered structure, starting at 1.40% for assets under $500,000. Comprehensive portfolio management services have a similar fee structure with a minimum initial investment of $1,000,000. Horizons fixed income management services have a lower fee structure, starting at 0.50% for assets under $500,000. The firm also offers financial planning and consulting services covering various areas such as investment planning, retirement planning, estate planning, and tax planning. Clients have the option to place reasonable restrictions on their investments. The firm acts as a fiduciary, placing client interests ahead of their own. Clients have the option to grant investment discretion to the firm, allowing them to manage their accounts. The firm does not vote client securities proxies and does not receive compensation for client referrals. The team includes experienced professionals with qualifications such as CFA and CFP certifications. The firm emphasizes high ethical standards and compliance with regulatory requirements.