Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
Welcome to Fellows Wealth Management.
Orange County's comprehensive wealth management firm specifically designed for business owners and investors.
We simplify your life by creating and delivering sound, financial, tax and legal strategies to accomplish your goals and objectives.
Our goal? To help you plan for your financial future... you'll be living there soon enough!
From personal to corporate tax strategies through legacy optimization using wills, trusts, and probate. Fellows Wealth Management professionals assure that one consistent relationship gets to know you, understands your issues, and provides seamless guidance from start to finish.
Building wealth is not just about accumulating a pile of money. It is about having the freedom and options to live the life you want. From 24hr business news channels, to click-bait, "fake news" and Robo-Advisors, it's hard to know what information to trust as being right for you. Fellows Wealth Management Advisors will sit with you to develop a step-by-step financial plan that is designed to put you on track, and our tools and systems strive to keep you, in good times and bad, on track to achieve your financial freedom.
We believe small businesses are the backbone of America. At Fellows Wealth Management, we do our utmost to help you thrive in today's competitive marketplace. From formation, to buy-sell, to business valuation, our experts can help you keep yourself on the path to success.
Fellows Wealth Management professionals have decades of collective corporate and entreprenurial experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.
Small business owners are facing challenges like at no time ever before. Whether your goal is to structure your business for growth or preserve what you have already built, our holistic approach focuses on your risk profile and long-term objectives.
Our business is built on a foundation of thoughtful client relationships.
12/10/2019 - ADVISORHUB - Wells Fargo Joins Race to Zero Commissions. What are 0% commissions. Generally, $0 trades are limited to online, non-broker assisted trades. If you know what to buy/sell and when to buy/sell it...they could be a good idea. However, if you want an Advisor to help guide you through the right questions and options, prices remain stable between 1.00% and 2.00% of Assets Under Management (AUM). Fidelity's PAS program (at 0.5% AUM) only offers 4 (four) mutual funds to select from.