Entrust Wealth Advisors, LLC

enTrust Wealth Advisors, LLC is a registered investment adviser based in San Diego, CA, established in September 2018. The firm specializes in financial planning, consulting, and investment management services. Managed by Daniel Conners and Michael Crawford, enTrust Wealth has $367,471,815 of assets under management as of December 31, 2023, all managed on a discretionary basis. The firm offers a range of financial planning services, including business transition planning, retirement planning, and tax planning. For investment management, enTrust Wealth primarily allocates client assets among various mutual funds, ETFs, individual securities, and independent investment managers based on client objectives. Clients can engage the firm for wealth management services, including managing assets not held at their primary custodian. Fees for investment management services range from 0.50% to 1.25% annually, based on assets under management. Financial planning and consulting services are offered at fixed fees, with the option to offset a portion of investment advisory fees based on financial planning fees paid. The firm does not charge performance-based fees and acts with investment discretion over client accounts, with the authority to make investment decisions without client consent. Clients receive regular account reviews and statements, and the firm does not vote on client securities. enTrust Wealth recommends the use of National Financial Services LLC, Fidelity Brokerage Services LLC, and Schwab Institutional for client transactions.