Wade Financial Advisory, Inc.

Wade Financial Advisory, Inc. (CRD# 108627) is a financial advisory firm headquartered in Campbell, CA. They manage $286,752,671 in 883 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    883
    ACCOUNTS
  • Average Account Value
    $324,748
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX

Financial Advisors at Wade Financial Advisory, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Glenn D. Smith
CRD#: 705639
2105 S. Bascom Avenue, Suite 110, Campbell, CA 95008
96
Wealthminder
score

Glenn Smith (CRD# 705639) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 34 years of experience in the finance industry. Glenn Smith 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
Eric M. Solve
CRD#: 5513645
2105 S. Bascom Avenue, Suite 110, Campbell, CA 95008
96
Wealthminder
score

Eric Solve (CRD# 5513645) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 8 years of experience in the finance industry. Eric Solve 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
Rodney D. Wade
CRD#: 1489939
2105 S. Bascom Avenue, Suite 110, Campbell, CA 95008
93
Wealthminder
score

Rodney Wade (CRD# 1489939) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 29 years of experience in the finance industry.

4
David C. Wade
CRD#: 456135
2105 S. Bascom Avenue, Suite 110, Campbell, CA 95008
71
Wealthminder
score

David Wade (CRD# 456135) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 24 years of experience in the finance industry.

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