FONTE FINANCIAL ADVISORS

703 Palomar Airport Road
Suite 240
Carlsbad, California 92011
Tel: 858-800-4176

About FONTE FINANCIAL ADVISORS

FONTE FINANCIAL ADVISORS, formally registered with the SEC as FONTE FINANCIAL ADVISORS. The firm was established in 03/22/2021. They have over 2 offices throughout the country.

FONTE FINANCIAL ADVISORS is a Carlsbad, California based Financial Planning firm with nearly $124,400,796 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311162
SEC#	801-120581
Assets Managed by Firm	$124,400,796
No. of Clients	387
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$124,400,796
Individuals (other than high net worth individuals)	53	$15,981,308
High net worth individuals	76	$108,419,488

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