Akihiro Kato is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 10 years of industry experience. Akihiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
8040 South 48th Street, Phoenix, AZ, 85044
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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.
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Akihiro is a co-owner of Savvy Choice LLC, an e-commerce business started in September 2024. He spends about 10-20% of his time on this venture, partnering with his wife in a Fulfillment by Amazon (FBA) business.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
State Registrations26 states
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