Wade Financial Advisory, Inc.
Wade Financial Advisory, Inc. (CRD# 108627) is a financial advisory firm headquartered in Campbell, CA. They manage $672,931,878 in 255 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management673MILLION
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Total Number of Accounts255ACCOUNTS
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Average Account Value$2,638,949
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, MA, OR, TX, WA
Neelesh Champaneri (CRD# 6770651) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has 1 year of experience in the finance industry.
Patrick Giddens (CRD# 2065349) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 33 years of experience in the finance industry.
Annrose Isaac (CRD# 5924958) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has 1 year of experience in the finance industry.
Eric Solve (CRD# 5513645) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 15 years of experience in the finance industry.
Rodney Wade (CRD# 1489939) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 36 years of experience in the finance industry.
Caleb Bjerk (CRD# 6883084) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 6 years of experience in the finance industry.
Jesse Lownsbury (CRD# 7395603) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has 1 year of experience in the finance industry.