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About

About Fenul Wealth Management

Fenul Wealth Management is an investment advisory firm in Los Angeles. An advisor at the firm looks at your investments, your taxes and your retirement plans together, as one financial picture, and talks it through with you. This site adds free calculators and plain-language guides you can use before you talk to anyone, or instead of it.

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Fenul Wealth Management LLC
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About
Reading time
2 min, 5 sections

1In short

  1. Advice comes from advisors at the firm, under its written advisory agreement and disclosures.

  2. The calculators state their assumptions and run in your browser.

  3. The guides are general education, not personalized advice.

  4. The site runs no advertising and publishes no testimonials.

2Registration

Fenul Wealth Management LLC is a registered investment adviser

Investment adviser registered with the State of California, since January 26, 2021. Every fact below is on the public regulator record, so you can check it yourself: https://adviserinfo.sec.gov/firm/summary/311474 (opens in a new tab). Registration does not imply a certain level of skill or training.

  1. Firm CRD number: 311474.

  2. Registered with the State of California since January 26, 2021.

  3. Office: 10880 Wilshire Blvd, Suite 1101, Los Angeles, CA 90024.

3How it works

What happens when you ask

You answer a few questions. An advisor at the firm reads them and contacts you. You decide what happens next.

  1. Asking is free and is not a commitment.

  2. Prefer a time on the calendar? A one-hour session is $99, credited toward your first-year fee if you become a client.

  3. Fees for advisory services are set out in the firm's written agreement before you engage.

4FAQ

Common questions

  1. What is Fenul Wealth Management?

    Fenul Wealth Management publishes general financial education and free calculators, and it is the registered advisory firm you can ask to talk to.

  2. Is this personalized investment advice?

    No. Materials are general education and illustration. Decisions involving securities, taxes, or planning should involve your own licensed professionals.

  3. What happens when I send a request?

    An advisor at Fenul Wealth Management reads your answers and contacts you. Asking is not a commitment.

  4. Does it cost anything to ask?

    No. Sending a request is free. Any fee for advisory services is set out in the firm's written agreement before you engage.

5Talk to an advisor

Talk to a Fenul Wealth Management advisor

Answer a few short questions about where you are and what you want to achieve. An advisor at Fenul Wealth Management will contact you to talk it through.

Talk to an advisor

Talk to a Fenul Wealth Management advisor

Answer a few short questions about where you are and what you want to achieve. An advisor at Fenul Wealth Management will contact you to talk it through.

Step 1 of 4

Where you are and what you need

So we look for someone who works with people like you.

Submitting this form does not create an advisory relationship. An advisor at Fenul Wealth Management will contact you to discuss your situation and whether the firm is a fit. Fenul Wealth Management LLC is an investment adviser registered with the State of California (CRD #311474). Registration does not imply a certain level of skill or training.

Prefer a time on the calendar? Book a one-hour session ($99)

Fenul Wealth Management LLC is an investment adviser registered with the State of California (CRD #311474). Registration does not imply a certain level of skill or training.