Ponder Financial Group

Ponder Financial Group (CRD# 113439) is a financial advisory firm headquartered in Half Moon Bay, CA. They manage $50,764,000 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $223,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Ponder Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Erin J. Kincheloe
CRD#: 1534640
755 Main Street, Half Moon Bay, CA 94019
93
Wealthminder
score

Erin Kincheloe (CRD# 1534640) is an Investment Advisor Representative working at Ponder Financial Group in Half Moon Bay, CA and has over 24 years of experience in the finance industry.

2
Randall S. Ponder
CRD#: 1898706
755 Main Street, Half Moon Bay, CA 94019
86
Wealthminder
score

Randall Ponder (CRD# 1898706) is an Investment Advisor Representative working at Ponder Financial Group in Half Moon Bay, CA and has over 24 years of experience in the finance industry. Randall Ponder 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.

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