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. is led by Craig and Peggy Martin, who are also Investment Adviser Representatives with FourStar Wealth Advisors, LLC. Craig does not sell insurance but refers clients to Peggy, a licensed agent. Peggy specializes in Legacy Planning and is a licensed insurance agent, creating a potential conflict of interest.
Fee Structure
This brochure supplement does not contain any fee information. Please refer to Family Wealth Consultants, Inc.'s Part 2 Brochure for fee details.
Areas of Practice
Estate PlanningInsurance PlanningRetirement PlanningTax Planning
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Location
1541 the Alameda, San Jose, CA, 95126