Family Wealth Consultants, Inc.

Family Wealth Consultants, Inc. (CRD# 128494) is a financial advisory firm headquartered in San Jose, CA. They manage $79,340,196 in 274 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $289,563
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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 Family Wealth Consultants, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rosemary A. Hernandez
CRD#: 3107348
1740 Technology Drive, Suite 260, San Jose, CA 95110
96
Wealthminder
score

Rosemary Hernandez (CRD# 3107348) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 18 years of experience in the finance industry. Rosemary Hernandez 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
Craig L. Martin
CRD#: 1021669
25 Metro Drive, Suite 600, San Jose, CA 95110
96
Wealthminder
score

Craig Martin (CRD# 1021669) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 21 years of experience in the finance industry. Craig Martin 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
Michael C. Gray
CRD#: 5137825
1740 Technology Drive, Suite 260, San Jose, CA 95110
93
Wealthminder
score

Michael Gray (CRD# 5137825) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.

4
Peggy D. Martin
CRD#: 3004511
1740 Technology Drive, Suite 260, San Jose, CA 95110
93
Wealthminder
score

Peggy Martin (CRD# 3004511) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.

5
Jawad A. Ansari
CRD#: 5106107
10 S. Almaden Boulevard, Suite 1250, San Jose, CA 95113
69
Wealthminder
score

Jawad Ansari (CRD# 5106107) is an Investment Advisor Representative working at Family Wealth Consultants, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.

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