Wealth By Design Usa, Inc.

Wealth By Design Usa, Inc. (CRD# 176523) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,900,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $237,500
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
  • Pension consulting services
  • Other
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 Wealth By Design Usa, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tamara M. Simmons
CRD#: 3098351
827 State Street, Suite 16, Santa Barbara, CA 93101
61
Wealthminder
score

Tamara Simmons (CRD# 3098351) is an Investment Advisor Representative working at Wealth By Design Usa, Inc. in Santa Barbara, CA and has over 18 years of experience in the finance industry.

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