PACIFIC FINANCIAL ADVISORS

Overview

Pacific Financial Advisors is an independent registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a selector of other advisers — a role consistent with its designation as a capital allocator. It reports affiliations with an accountant and an insurance company, and it does not present itself as an ESG‑focused or multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives