TrueAdvisor
TrueAdvisor
AF
CFP
AF
CFP

Adam Khalil Farid

Focus Partners Wealth, LLC
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Focus Partners Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

1646 N. California Blvd., Suite 320, Walnut Creek, CA, 94596

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Focus Partners Wealth, LLC
May 2025 - Present · 9 mos
Previous Registrations
Adero Partners, LLC
February 2023 - June 2025 · 2 yrs 4 mos
Mariner Wealth Advisors
September 2022 - January 2023 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.