Prudent Investor Advisors, LLC

Prudent Investor Advisors, LLC (CRD# 121922) is a financial advisory firm headquartered in Arcata, CA. They manage $546,677,062 in 117 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $4,672,454
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, CA, MI, UT

Financial Advisors at Prudent Investor Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Gary K. Allen
CRD#: 1821674
101 Parkshore Drive, Suite 100, Folsom, CA 95630
93
Wealthminder
score

Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 18 years of experience in the finance industry.

2
Dena B. Baker
CRD#: 5860559
791 8th Street, Suite S, Arcata, CA 95521
93
Wealthminder
score

Dena Baker (CRD# 5860559) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Arcata, CA and has over 5 years of experience in the finance industry.

3
Jeffrey B. Coontz
CRD#: 2333418
791 8th Street, Suite S, Arcata, CA 95521
93
Wealthminder
score

Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Arcata, CA and has over 22 years of experience in the finance industry.

4
Brian R. Taylor
CRD#: 2484904
791 8th St., Suite S, Arcata, CA 95521
93
Wealthminder
score

Brian Taylor (CRD# 2484904) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Arcata, CA and has over 22 years of experience in the finance industry.

5
Wendell S. Simon
CRD#: 2574191
Carlsbad, CA
90
Wealthminder
score

Wendell Simon (CRD# 2574191) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Carlsbad, CA and has 1 year of experience in the finance industry. Wendell Simon 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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