Family Wealth Consultants, INC.

Assets Under Management

$21.1M

Number of Clients

2

Number of Advisors

2

Average Client AUM

$10.5M

AUM per Advisor

$10.5M

Compensation

Fee-Only (AUM)

About This Firm

Family Wealth Consultants, Inc. provides financial planning and investment advice. Craig Martin and Peggy Martin are Investment Adviser Representatives with FourStar Wealth Advisors, LLC. Peggy Martin is also a licensed insurance agent.

Areas of Practice
Insurance PlanningEstate PlanningRetirement PlanningTax Planning
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Location

1541 the Alameda, San Jose, CA, 95126

2 Advisors at this firm