Life&wealth Advisors, Inc.

Life&wealth Advisors, Inc. (CRD# 135292) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $52,199,002 in 316 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $165,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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 Life&wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary P. Gardner
CRD#: 822768
1399 Ygnacio Valley Road, Suite 29, Walnut Creek, CA 94598
86
Wealthminder
score

Gary Gardner (CRD# 822768) is an Investment Advisor Representative working at Life&wealth Advisors, Inc. in Walnut Creek, CA and has over 33 years of experience in the finance industry. Gary Gardner 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.

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