Zachary Weirich is a CFP-designated registered investment advisor at Fermata Advisors, based in Auburn, CA, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,386 clients with $1.1B 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% |
Investment advisory fees are negotiable based on the scope and complexity of the services as well as the amount of time and expertise required but generally do not exceed 1.50%.
Fee Estimator
Location
1010 Racquet Club Dr., Ste. 107, Auburn, CA, 95603
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 ActivitiesSells Insurance
Zachary is a licensed insurance agent with the California Department of Insurance since 2020. The website listed is for Sonoma Wealth Advisors.
Employment History
Current Registrations
Fermata Advisors
Previous Registrations
Cetera Investment Advisers LLC
Walnut Creek Wealth Management
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
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.