Fabian Wealth Strategies, Inc.

Fabian Wealth Strategies, Inc. (CRD# 144177) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $77,213,098 in 340 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $227,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, PA, TX

Financial Advisors at Fabian Wealth Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Douglas D. Fabian
CRD#: 1800979
3070 Bristol Street, Suite 610, Costa Mesa, CA 92626
93
Wealthminder
score

Douglas Fabian (CRD# 1800979) is an Investment Advisor Representative working at Fabian Wealth Strategies, Inc. in Costa Mesa, CA and has over 29 years of experience in the finance industry.

2
Matthew C. Hartloff
CRD#: 5772972
3070 Bristol Street, Suite 610, Costa Mesa, CA 92626
93
Wealthminder
score

Matthew Hartloff (CRD# 5772972) is an Investment Advisor Representative working at Fabian Wealth Strategies, Inc. in Costa Mesa, CA and has over 7 years of experience in the finance industry.

3
Thomas N. Lam
CRD#: 2903755
3070 Bristol Street, Suite 610, Costa Mesa, CA 92626
89
Wealthminder
score

Thomas Lam (CRD# 2903755) is an Investment Advisor Representative working at Fabian Wealth Strategies, Inc. in Costa Mesa, CA and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.