Favor Wealth Advisors, LLC

RIAState Registered

Total AUM

$88.8M

Discretionary

$88.8M

100% of AUM

Avg account

$184K

Accounts

483

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 316705
Registered since: December 6, 2021
Website: www.favorwealth.com
Custodians: CHARLES SCHWAB & CO., INC., COMMUNITY BANK NA
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.77%
Individuals36.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Favor Wealth Advisors, LLC is an independent, individual-owned advisory firm that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and helps clients select other advisers. Its fee model includes asset-based fees, hourly charges, and fixed fees. Favor Wealth acts as a capital allocator for clients and maintains an affiliation with an insurance company. The firm is state-registered in California, Louisiana, and Nevada.