Pacific Excel Wealth Advisors, Inc.'s Form ADV discloses 1.50% on the first $2 million, 1.40% on the next $3 million, 1.15% on the next $5 million, 0.95% on the next $10 million, and 0.85% on assets above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #172356), Pacific Excel Wealth Advisors, Inc. is subject to fiduciary duty under federal law.
Pacific Excel Wealth Advisors, Inc. is headquartered in WALNUT CREEK, CA.
Pacific Excel Wealth Advisors, Inc. serves 41 high-net-worth clients according to their SEC filing dated August 31, 2026. View client details ↓
According to their SEC Form ADV, Pacific Excel Wealth Advisors, Inc. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Pacific Excel Wealth Advisors, Inc. manages $111 million in client assets according to their SEC filing dated August 31, 2026.
According to their SEC Form ADV, Pacific Excel Wealth Advisors, Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓