Joel Malakoff
Joel Malakoff is a CFP-designated registered investment advisor at Malakoff Wealth, based in Danville, CA, with 20 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Malakoff Wealth may charge an annual retainer fee ranging from $150 to $10,000, depending on the complexity of your financial situation. This fee is payable quarterly, biannually, or annually in arrears.
Malakoff Wealth charges a fixed fee for written financial plans, ranging from $300 to $5,000, depending on the complexity of your financial situation. Half of the fee is due upon engagement, and the balance is due upon presentation of the plan.
Location
809 Podva Road, Danville, CA, 94526
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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 ActivitiesSells Insurance
Joel is a registered investment advisor doing business as Malakoff Wealth, providing financial plans for an hourly or fixed fee, dedicating minimal time. He also operates under Master Wealth, LLC as a DBA for LPL business and for tax/investment purposes, dedicating full-time hours, and is an insurance agent selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Malakoff Wealth
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations37 states
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.