Trellis Wealth Advisors, LLC is a small investment advisory firm based out of San Luis Obispo, CA, with one office serving over 30 individual clients. With more than $307,491,000 in assets under management, they specialize in providing personalized financial strategies to high net worth individuals. As a registered investment advisor, Trellis Wealth Advisors, LLC manages 99% of their clients' assets on a discretionary basis, allowing them to make investment decisions on behalf of their clients. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. Comprising a dedicated team of four employees, all of whom provide investment advisory services, Trellis Wealth Advisors, LLC delivers comprehensive wealth management solutions. On average, each investment advisor oversees approximately $76,870,000 in assets under management, which is in line with industry standards. The firm takes pride in its experienced team, with several advisors boasting long tenures. Notable members include Mark Thompson, Kevin Okimoto, and David Whitcher, who bring a wealth of expertise and insight to their clients' financial journeys. Trellis Wealth Advisors, LLC aims to build strong and enduring relationships with their clients, offering tailored investment strategies, risk management, retirement planning, and comprehensive financial guidance. With a focus on achieving long-term financial success, they provide the expertise and personalized attention required to navigate the complexities of the ever-evolving financial landscape.

Wacker Wealth Partners, LLC is a local investment advisory firm based out of San Luis Obispo, CA, with a strong focus on providing personalized financial solutions. With two offices, the firm comprises a team of 22 highly skilled professionals, out of which 12 specialize in offering comprehensive investment advisory services. The average assets under management per investment advisor stand at approximately $85,610,000, reflecting their dedication to managing substantial portfolios. Committed to meeting the unique needs of their clients, Wacker Wealth Partners, LLC offers a diverse compensation structure that includes a percentage of assets under management as well as fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. An impressive 99% of the assets they handle are discretionary, enabling them to proactively make informed investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Wacker Wealth Partners, LLC boasts an extensive clientele of over 180 individual investors, entrusting the firm with a remarkable $1,027,296,000 in assets under management. The company takes pride in its experienced team, featuring esteemed advisors like Joan Wenglikowski, Bryan Krill, and Matthew Wilson, who have demonstrated long-standing commitment and expertise in the field. Wacker Wealth Partners, LLC stands as a trusted partner, providing tailored financial guidance, astute investment strategies, and a relentless commitment to helping their clients achieve their long-term financial goals. With their local presence and wealth management expertise, they have solidified their reputation as a leading investment advisory firm in San Luis Obispo, CA, and beyond.

PHILLIP B. WHITE CO., INC is a well-established investment advisory firm located in San Luis Obispo, CA. With over 170 individual clients and an impressive $217,466,000 in assets under management, they have garnered a reputation for delivering exceptional financial solutions. Operating from two offices, the firm offers a comprehensive range of services, including investment advisory and acting as an insurance broker or agent. Distinguishing themselves from competitors, Phillip B. White Co., Inc possesses extensive expertise in managing employer 401Ks and individual assets, accounting for nearly half of their assets under management. Notably, all of the assets they handle are under discretionary management, ensuring clients benefit from their trusted decision-making. Catering primarily to high-net-worth individuals, Phillip B. White Co., Inc demonstrates a deep understanding of their unique financial needs. The firm's compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' preferences. With a dedicated team of two experienced investment advisors, Phillip B. White Co., Inc ensures personalized attention and a client-centric approach. Each advisor manages an average of approximately $108,730,000 in assets, on par with industry standards. Bruce White and Zachary White, both long-tenured registered advisors, contribute to the firm's success and embody its commitment to excellence. As Phillip B. White Co., Inc continues to build upon its proven track record, the firm remains dedicated to providing exceptional investment advisory and insurance brokerage services, empowering clients to achieve their financial goals with confidence.

San Luis Wealth Advisors, a small investment advisory firm headquartered in San Luis Obispo, CA, operates from two offices, offering comprehensive financial services. With a team of seven dedicated professionals, including four experienced investment advisors, they cater to a diverse clientele. Their average assets under management per investment advisor stand at approximately $123,760,000, which aligns with industry standards. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts collectively contribute less than 30%. The team prides itself on their discretionary management approach, as 100% of the assets they handle fall under this category. In addition to investment advisory services, San Luis Wealth Advisors also serves as an insurance broker or agent, offering clients comprehensive coverage options. With an impressive portfolio, they manage over $495,028,000 in assets for more than 240 individual clients. San Luis Wealth Advisors boasts a team of highly experienced professionals, some of whom have been with the firm for an extended period. Notable individuals include Gavin Benbrook, Bradley Goodwin, and Luke Kittinger, who bring their expertise and commitment to the table, ensuring exceptional service and customized solutions for their valued clients.

Wealthsource® is a reputable regional investment advisory firm based out of San Luis Obispo, CA. With a team of 71 dedicated professionals, 46 of whom specialize in investment advisory services, they are well-equipped to meet the financial needs of their clients. Each investment advisor at Wealthsource® manages an average of $125,840,000 in assets under management, aligning with industry standards. The company's compensation structure is flexible and caters to clients' preferences, offering options such as a percentage of assets under management, hourly charges, and fixed fees. With over 2,010 individual clients and an impressive $1,915,867,000 in assets under management, Wealthsource® has earned the trust of a substantial client base. One of Wealthsource®'s key strengths lies in their expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. They have consistently demonstrated their proficiency in this space, garnering valuable experience and delivering favorable outcomes for their clients. Wealthsource® operates from 40 offices, strategically positioned to serve clients effectively throughout the region. The firm takes pride in its highly experienced team, with long-tenured advisors such as Alan Campbell, Wesley Brown, and Daniel Rohr contributing to its success. With an impressive track record and a commitment to providing personalized financial guidance, Wealthsource® stands as a trusted partner for individuals and organizations seeking professional investment advisory services in the San Luis Obispo area.

NWM Advisors, LLC is a small investment advisory firm based out of San Luis Obispo, CA. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an impressive average of approximately $18,440,000 in assets under management per investment advisor, showcasing their expertise in managing substantial portfolios. NWM Advisors, LLC has built a strong client base, serving over 30 individual clients with a remarkable total of over $211,226,000 in assets under management. Their clientele primarily consists of high-net-worth individuals, reflecting the firm's ability to meet the sophisticated needs of affluent investors. As a discretionary asset manager, NWM Advisors, LLC has the authority to make investment decisions on behalf of their clients, giving them the flexibility to actively manage and grow their clients' portfolios. This discretionary approach allows for efficient decision-making and timely adjustments in response to market conditions. With their compensation structure, NWM Advisors, LLC offers various options, including hourly charges and fixed fees, ensuring that clients have flexibility in choosing a payment arrangement that suits their needs. Kevin Nichols and Sergio Holguin, two of the firm's longest tenured registered advisors, contribute their extensive experience and knowledge to NWM Advisors, LLC. Their dedication to delivering personalized and strategic investment advice has earned the firm a strong reputation within the San Luis Obispo community and beyond. NWM Advisors, LLC operates from a single office in San Luis Obispo, CA, providing a local touch and personalized service to their valued clients.

Blue Marble Investments, based out of San Luis Obispo, CA, is a small investment advisory firm with a strong presence in the industry. With over 200 individual clients and an impressive $123,472,000 in assets under management, the firm has established itself as a trusted partner for investors seeking personalized financial guidance. While Blue Marble Investments primarily focuses on managing discretionary assets, it also possesses the expertise to handle employer funds. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring that the firm's interests align with those of its clients. With one office located in San Luis Obispo, Blue Marble Investments boasts a dedicated team of three employees who provide top-notch investment advisory services. Each advisor manages an average of approximately $41,160,000 in assets, showcasing their proficiency in handling substantial portfolios. Notably, Blue Marble Investments takes pride in its seasoned advisors, some of whom have been with the firm for an extended period. Sierra Smith, Linda Shelby, and Arturo Tabuenca are among the firm's longest-tenured advisors, demonstrating their deep understanding of the market and commitment to delivering exceptional results. As a client-centric firm, Blue Marble Investments focuses on building long-term relationships and tailoring investment strategies to meet the unique goals and risk profiles of each individual client. With their wealth of experience and dedication to excellence, Blue Marble Investments continues to make a positive impact in the financial landscape.

Blakeslee & Blakeslee Financial Advisers Inc., a reputable investment advisory firm, operates in San Luis Obispo, CA, serving the local community and beyond. With four strategically located offices, they provide comprehensive financial guidance to individuals and businesses seeking to optimize their investment portfolios. Comprised of a dedicated team of seven professionals, including six experienced investment advisors, Blakeslee & Blakeslee Financial Advisers Inc. manages a substantial amount of assets totaling an average of $35,700,000 per investment advisor. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They employ various models, such as a percentage of assets under management and hourly charges, ensuring alignment with their clients' unique needs and preferences. Remarkably, approximately half of their assets under management stem from employer 401Ks and individuals, showcasing their proficiency and expertise in this area. Blakeslee & Blakeslee Financial Advisers Inc. takes pride in their discretion, as an impressive 96% of the assets they manage are discretionary. With over 620 individual clients entrusting them with their financial well-being, the firm's exceptional track record speaks for itself. Managing a staggering $214,206,000 in assets, they have established a solid reputation for delivering reliable results and tailored financial strategies. The firm's longevity and stability can be attributed to the invaluable contributions of seasoned advisors, including Craig Darnell, Christopher Coates, and David Cryden, who have accumulated extensive experience in the field. Their combined expertise enhances the firm's ability to navigate the complex and ever-changing financial landscape, ensuring clients receive the highest level of service and guidance. Blakeslee & Blakeslee Financial Advisers Inc. continues to be a trusted partner for individuals and businesses seeking comprehensive financial planning, with a proven track record of success and a commitment to client satisfaction.