Overview
Assets Under Management: $152 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
FONTE FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311162), FONTE FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
FONTE FINANCIAL ADVISORS is headquartered in CARLSBAD, CA.
FONTE FINANCIAL ADVISORS serves 84 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, FONTE FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FONTE FINANCIAL ADVISORS manages $152 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, FONTE FINANCIAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 468
Discretionary Accounts: 461
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 311162
Filing ID: 2029563
Last Filing Date: 2025-11-24 17:13:49
Website: 1