Byron Valles is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Walnut Creek, CA, with 8 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B 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 | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
1212 Broadway Plaza Suite 2100, Walnut Creek, CA, 94596
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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 Activities
Byron owns Rimova Real Estate since 2020, which is not investment related and requires minimal time. He also has an investment-related real estate rental business since 2023, dedicating a few hours per week to it.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
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.
Exams
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