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Featured Business Financial Advisor in Walnut Creek, CA
Walnut Creek Financial Advisors
Aspire Capital Management
1535 N. Main Street, Suite 210
Walnut Creek, CA 94596
“Aspire. Plan. Achieve”
Advisor Profile
Evor Vattuone, CFP
Name:  Evor Vattuone, CFP
ADV Form II Link:
http://www.aspire.biz/about_...

About Aspire Capital Management

We specialize in providing comprehensive, fee-only financial planning & investment management for individuals and families nearing or in the retirement phases of their lives (normally ages 50-75).
We are passionate about working with clients who are interested and willing to participate in the financial planning process. Please check out our website for a thorough description of how we work with our clients. We believe our success is not measured merely by performance statistics but also by your success in achieving your goals.
 

General Information

Gender:    Male
CRD#:    4067598
Firm CRD#:    146000
Name of Broker/Dealer:    Shareholders Service Group
Name of Custodial Firm:    Pershing LLC
States Licensed in:    CA
States Willing to do Business in:    Alamo,Berkeley,Brentwood,Castro Valley,Clayton,Concord,Danville,Dublin,Fremont,Hayward,Lafayette,Livermore,Martinez,Moraga,Oakland,Orinda,Pleasant Hill,Pleasanton,Rodeo,San Francisco,San Leandro,San Lorenzo,San Ramon,Sausalito,Vallejo,All
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    7
Work Experience:    18 years.
I work with the following types of clients:    Businesses, Multi-Generational, Individual Investors
Foreign Languages Serviced:    Japanese - fluent
 

Education

Academic Background
 
BS, Business Management & BS, Aviation (1995)
 

Services

Investment Types:    Commodities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Fund Specialist (CFS), Enrolled Agent (EA), Accredited Tax Preparer (ATP)
Securities Licenses:    Series 65
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Paladin Registry
Non-Financial Organization Memberships:    Danville Area Chamber of Commerce, State Parks Foundation.
 

Firm Information

Firm's Number of Clients:    60
Firm's Number of Planning Clients:    60
Firm's Number of Managed Clients:    60
Assets Managed by Firm:    $25,000,000
Advisor's Number of Clients:    60
Advisor's Number of Managed Clients:    60
Advisor's Number of Planning Clients:    60
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Hourly
Fee % Based on Assets:    0.4
Flat Fee Rate:    $5,000
Additional Details on Charges:    We work with clients on a retainer basis. Our minimum annual charge is usually $5,000 (0.4% of net worth + 0.75% of adjusted gross income from previous year). The retainer model allows us to deliver all of our expertise to clients without any conflicts of interest.
Minimum Fee Charged for Managed Accounts:    $5,000
Minimum Fee Charged for Hourly Planning Accounts:    $5,000
Minimum Fee Charged for Flat Fee Accounts:    $5,000
 
 
 
Prepared By: Evor Vattuone, CFP

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