Kayvon Salafian is a registered investment advisor at World Investment Advisors, LLC, based in Carpinteria, CA, with 4 years of industry experience. Kayvon 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, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
Carpinteria, CA
Get directionsHistory
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
Kayvon owns Kayvon Salafian LLC for tax consulting, is CFO for Social Sensei LLC and Chief Business Officer for BloomJoy, Inc., and owns Woodsboro Advisors DBA Santa Ynez Valley Tax Professionals. He also owns 49ers season tickets that are often sold.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pensionmark Financial Group, LLC
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.