Pacific Financial Advisors

Overview

Pacific Financial Advisors is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm is owned by an individual and became SEC-registered in 2026. Its primary advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — the last of which aligns with its designation as a capital allocator. The firm charges fees as a percentage of assets under management and reports that it is not an active ESG investor. Pacific Financial Advisors operates as a single-state adviser and does not act as a pension consultant or related adviser. The firm lists industry affiliations with an accountant and an insurance company, which likely support tax, reporting and insurance solutions for client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives