Fog City Advisors, LLC

Fog City Advisors, LLC (CRD# 121264) is a financial advisory firm headquartered in Belmont, CA. They manage $58,642,942 in 256 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $229,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fog City Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William N. Carlson
CRD#: 1358329
1766 Terrace Drive, Belmont, CA 94002
96
Wealthminder
score

William Carlson (CRD# 1358329) is an Investment Advisor Representative working at Fog City Advisors, LLC in Belmont, CA and has over 31 years of experience in the finance industry. William Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark K. Pingree
CRD#: 6438076
1766 Terrace Drive, Belmont, CA 94002
90
Wealthminder
score

Mark Pingree (CRD# 6438076) is an Investment Advisor Representative working at Fog City Advisors, LLC in Belmont, CA and has 1 year of experience in the finance industry. Mark Pingree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Adriana I. Pelaes-Opuhac
CRD#: 6854387
1766 Terrace Drive, Belmont, CA 94002
87
Wealthminder
score

Adriana Pelaes-Opuhac (CRD# 6854387) is an Investment Advisor Representative working at Fog City Advisors, LLC in Belmont, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.