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WEALTH BEING ADVISORS LLC
Wealth Being Advisors is a fee-only fiduciary financial planning firm. It helps mid-career and high-earning professionals get organized, optimize their money,...
WEALTH BEING ADVISORS LLC
Wealth Being Advisors is a fee-only fiduciary financial planning firm. It helps mid-career and high-earning professionals get organized, optimize their money, and make confident choices about spending, saving, and growing wealth. The firm positions itself as a modern advisor acting more like a personal CFO than a stock picker, coordinating cash flow, tax strategy, equity comp, investments, and estate planning.
General information
Firm type
Asset Manager
Location
Country
United States
City
Hermosa Beach
Principals
Charley Edson
CFP®, founder
Charley Edson
founder of Wealth Being Advisors
Frequently asked questions
How does the firm custody client assets?
As a registered investment advisor, WEALTH BEING ADVISORS LLC does not take physical custody of client assets. It operates through institutional custodian partnerships — commonly firms such as Charles Schwab, Fidelity, or Pershing — where clients hold accounts in their own names and grant the advisor limited trading authority. Custodial statements are sent directly from the custodian to the client, providing third-party verification of holdings and transactions.
Is WEALTH BEING ADVISORS LLC a fiduciary?
As a registered investment advisor regulated by the SEC or a state securities regulator, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This legal obligation requires that the firm act in its clients' best interests, fully disclose conflicts of interest, and avoid transactions that place the advisor's interests ahead of the client's. The fiduciary duty applies continuously to all advisory relationships, not just specific transactions.
What investment philosophy does the firm apply to client portfolios?
The firm practices goals-based, long-horizon portfolio management, constructing allocations primarily from low-cost exchange-traded funds and mutual funds. Strategy emphasizes risk-appropriate asset allocation, tax-aware asset location across account types, and periodic rebalancing — rather than market timing, individual stock selection, or tactical sector rotation. Fixed income and retirement-income modeling are integrated into the planning framework for retiree and near-retiree households.
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