Garcia Wealth Management Group, Inc.

Garcia Wealth Management Group, Inc. (CRD# 158082) is a financial advisory firm headquartered in Templeton, CA. They manage $186,164,521 in 498 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $373,824
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
  • Pension consulting services
  • 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 Garcia Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Garcia
CRD#: 2825274
613 S. Main Street, Templeton, CA 93465
96
Wealthminder
score

Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Garcia Wealth Management Group, Inc. in Templeton, CA and has over 19 years of experience in the finance industry. Robert Garcia 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
Stephanie C. Kemp
CRD#: 6023466
613 S. Main Street, Templeton, CA 93465
90
Wealthminder
score

Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Garcia Wealth Management Group, Inc. in Templeton, CA and has over 4 years of experience in the finance industry.

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