Palo Alto Wealth Advisors, LLC

Palo Alto Wealth Advisors, LLC is a registered investment advisor established in September 2016 and located in Palo Alto, California. The firm specializes in providing investment advisory services to high net worth individuals, trusts, estates, and other clients. As a fiduciary, Palo Alto upholds a duty of loyalty, fairness, and good faith towards each client. The firm offers wealth management services, investment management services, retirement account advice, donor-advised fund services, and financial planning services. For wealth management services, Palo Alto charges fees based on a tiered schedule depending on the assets under management. The firm primarily uses exchange-traded funds (ETFs) and mutual funds in client portfolios, with the option to include other types of investments as needed. Clients have the opportunity to place restrictions on the types of investments in their portfolios. The firm does not engage in wrap fee programs and does not charge performance-based fees. Palo Alto recommends clients establish accounts at Pershing Advisor Solutions or Charles Schwab & Co., Inc. for custody and execution services. The firm does not participate in soft dollar programs and does not receive compensation for recommending custodians. Palo Alto's team includes Ryan K. Schmidt, Nathan T. Blair, Kegan K. Johnson, and Simon A. Tryzna, who bring a wealth of experience and qualifications to the firm. The firm has a comprehensive privacy policy in place to protect clients' personal information and only shares information for necessary business purposes. Clients can limit the sharing of their information and have the right to access the firm's Privacy Policy annually.