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 a privately held limited liability company formed in 2003 that provides fee-based wealth management and financial planning to individuals, families and institutional clients. The firm offers portfolio management for individuals and small businesses as well as management for pooled investment vehicles, and it bills clients through a mix of percentage-of-AUM fees, hourly charges, fixed fees and other arrangements. Van Hulzen is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains industry ties across brokerage and insurance channels and is affiliated with other investment-advice entities. Public recognitions include placement in FA Magazine’s Top RIA Firms list (2020) and a CNBC Top 100 Financial Advisory Firms listing (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 138Active vs passive
$374M in ETFs
71%
$266M
25%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.1M | 37,516 | 7.51% |
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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