Van Hulzen Financial Advisors
Firm details
- Headquarters
- El Dorado Hills, California
- CRD number
- 116632
- Registered since
- March 14, 2003
- Website
- vanhulzenadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI63.27%
- Individuals17.41%
- Pooled Investment Vehicles10.48%
- Corporations / Businesses4.9%
- Charitable Organizations2.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Van Hulzen Financial Advisors is an independent RIA organized as an LLC that provides financial planning and portfolio management for individual and family clients as well as institutional and pooled-vehicle clients. The firm is registered with the SEC and has been since 2003. Its client billing is flexible—percentage-of-AUM fees are used alongside hourly, fixed-fee, and other arrangements—reflecting a mix of advisory engagements from ongoing wealth management to project-based planning. Van Hulzen does not identify as an active ESG investor and reports affiliations that include broker-dealer activity and insurance company relationships. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds6%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Jason Wetsel
President and CEOCRD 5125218
Christopher Schreur
Chief Investment OfficerCRD 2305620
Craig Vanhulzen
Chief Investment OfficerCRD 2468474
Contacts
3 of 16
Stefanus Ten Brink
Managing DirectorCRD 5902795
John Pearce
Managing DirectorCRD 4503062
Bradley Nicholson
President, Financial AdvisorCRD 4846561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$370M in ETFs
72%
$266M
24%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.1M | 37,516 | 7.60% |
Location
El Dorado Hills, CA
El Dorado
Location
El Dorado Hills, CA
Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- El Dorado
- Address
- 4370 Town Center Blvd
- Time zone
- PT (UTC-8)
- Office locations
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