Lindsey Swanson is a CFP-designated registered investment advisor at We Financial Group, based in Oakland, CA, with 6 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 140 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual fee is $5,000 + 0.7% of the value of your portfolio. For clients invested in ultra short-term bonds, there is a fixed fee of 0.50% applied to the account.
Fee Estimator
Location
Oakland, CA
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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 →Employment History
Current Registrations
We Financial Group
Previous Registrations
Brio Financial Group
Real Estate Wealth Planning
Stripper Financial Planning
Origin Financial
Great Lakes Investment Management, LLC
Brightscape Investment Centers
Pittenger & Anderson INC
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.