VISTICA WEALTH ADVISORS

Yes, we are a fiduciary. Because Vistica Wealth Advisors is a Registered Investment Advisor (RIA), we are required to put the interests of our clients before our own when providing advice. In contrast, advisors who work for brokerage firms or insurance companies may not need to act in your best interest and may recommend solutions that are only "suitable"... At Vistica Wealth, we are "evidence-based" financial advisors. We take a systematic approach to investing, applied consistently across all strategies... Vistica Wealth Advisors provides fee-only financial planning and investment management services. We have several different fee options such as a tiered schedule based on assets under management, flat fee for certain services/agreements, as well as an hourly consulting rate for financial planning. The fee schedule or arrangement is agreed-upon on an individual basis prior to relationship engagement.

Also known as: Vistica Wealth, Vistica Wealth Advisors, LLC

Primary location: Carlsbad United States