Anthony Farina is a CFP-designated registered investment advisor at Capital Advisors Wealth Management, based in Yakima, WA, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,051 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Advisors Wealth Management offers comprehensive portfolio management where the maximum annual fee is 1.25% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance. In rare cases, a flat dollar amount fee may be agreed upon, not exceeding 1.25% of the assets they manage. The fees for third party management services are separate and in addition to Capital Advisors Wealth Management's advisory fees.
Location
1104 North 35th Avenue, Yakima, WA, 98902
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anthony has 100% ownership in FARCO LLC (estate plan for family property) and Sage Financial Management LLC (Finet Practice Manager, taking a full-time commitment). He also has 50% ownership in KAZA LLC (real estate building and rental for practice) and passive real estate investments in Chesterly Properties.
Employment History
Current Registrations
Capital Advisors Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Signator Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.