Van Hulzen Financial Advisors

RIASEC RegisteredEst. 2003

Total AUM

$2.1B

Discretionary

$2.1B

99% of AUM

Avg account

$730K

Accounts

2,938

Employees

Advisory reps

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

FINTRX

Overview

Van Hulzen Financial Advisors is an SEC-registered advisory firm organized as an LLC and operating since 2003. Its client mix spans individual and family clients as well as institutional relationships. The firm provides financial planning alongside discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its fee arrangements are flexible, including percentage-of-AUM, hourly, fixed-fee and other structures. Van Hulzen does not identify as an active ESG investor and is not listed as a multi-state adviser. It maintains affiliations in the industry as a broker-dealer, an insurance company and as another investment adviser. Two external recognitions are noted in its public profile: inclusion on FA Magazine’s Top RIA Firms list in 2020 and a Top 100 Financial Advisory Firms mention from CNBC in 2025.