Family Style Advisors is a registered investment advisor founded in 2026 and based in Alhambra, California. The firm is led by John Wu, a Certified Financial Planner. Family Style Advisors offers a combined service of ongoing financial planning and investment management. Clients work through money goals, net worth, cash flow, retirement planning, insurance, investments, college planning, and estate planning. Investment management is included at no extra charge within the ongoing planning relationship. The firm uses Modern Portfolio Theory and primarily recommends stocks, bonds, mutual funds, exchange-traded funds, and government or municipal securities. Family Style Advisors may also recommend independent outside investment managers or model portfolios from platforms like Altruist, and has the authority to make trades without asking first on a discretionary basis. In addition to ongoing services, Family Style Advisors provides project-based financial planning for specific one-time questions or issues. The firm does not have an account minimum requirement.
Fee Structure
Investment management is included at no additional cost as part of Family Style Advisors' ongoing financial planning service. Clients pay a flat fee of $300 per month for the combined ongoing financial planning and investment management engagement.
Note that if Family Style Advisors recommends outside investment managers or third-party model portfolios, those providers may charge separate fees ranging between 0.00% and 1.00%, which are in addition to the $300 monthly fee. Total combined annual fees will not exceed 3.00%.