Financial Advisors Network
- Company typePrivate
- Founded1999
- HeadquartersCauseway Bay, Hong Kong SAR China
- Headcount11–50
- GTM typeB2C
- OfferingServices
Financial Advisors Network firmographics
Firmographics- Name
- Financial Advisors Network
- Legal name
- Financial Advisors Network, Inc.
- Website
- https://financialadvisorsnetwork.net
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Financial Advisors Network industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Tax-Focused Wealth Management RIAs (FSAAACAD), Fee-Only Advisory (FSAEAAAL)
Keywords
Where Financial Advisors Network is headquartered
LocationHeadquarters
- HQ city
- Causeway Bay
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Offices1 record
Markets served
Financial Advisors Network business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure, Others
Revenue model
- Investment Advisory Fees: FAN operates as a registered investment advisory firm offering wrap fee program services. Advisory fees are charged on managed portfolio assets according to the wrap fee program fee schedule. Fees also apply to first trust deed investments held within client portfolios.
- First Trust Deed Investment Management: Non-discretionary recommendations for first trust deed investments as part of fixed income allocation in managed portfolios. Additional fees are imposed by the unaffiliated real estate broker (upfront points) and loan servicing agent (ongoing spread between borrower rate and investor rate).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Wrap Fee Program - Investment Advisory |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels6 records
Financial Advisors Network product offering
Product offeringCore offering
Financial Advisors Network delivers full-service, fee-based personalized wealth management to individuals, families, and high-net-worth clients through five integrated disciplines: Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, and Investment Management (including Alternative Investments such as First Trust Deed loans). The firm operates as an SEC-registered investment advisory firm offering a wrap fee program, charging advisory fees on managed portfolio assets and disclosing terms in Form ADV. Services are delivered by a credentialed team (CFPs, CFAs, CPAs, AIFs, Enrolled Agents) through in-person and video consultations, community retirement classes, webinars, and digital client portals.
Product overview
Financial Advisors Network (FAN) is a registered investment advisory firm offering a full-service, integrated financial planning platform built around five core service disciplines: Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, and Investment Management (including Alternative Investments). These core advisory services are supported by a suite of digital platforms — FAN Plan (via eMAPlan) for comprehensive financial plan management, FAN Performance Portal (via Orion Advisor) for investment performance reporting, and Nitrogen (Riskalyze) for portfolio risk analysis — enabling advisors to align client portfolios with individualized risk profiles. Educational delivery is layered through in-person FAN Retirement Classes at community centers and the FAN Training Center, online Webinars via GoToWebinar, the quarterly FAN Bulletin newsletter, and a Video Library covering planning topics. A First Trust Deed investment program provides access to real estate-secured fixed income within managed portfolios, subject to regulatory limitations. All services are complemented by a Charity Organizations resource and strategic alliances with tax planning, estate planning, insurance, lending, and real estate valuation professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning
Quantifiable outcome
- First trust deed investments limited to 20% of client household's overall FAN managed portfolio
- +1 more outcomes
Companies that use Financial Advisors Network
Customer profileSegments2 records
Ideal customer profiles2 records
Financial Advisors Network technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature1 record
Financial Advisors Network partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- Financial Advisors Network Tax Planning GroupcoreIn-house tax planning division providing comprehensive tax preparation and advisory services. Includes Amar Patel (CPA, CFP), Jim Klein (EA, CRTP), Linda Lee (EA), and Lori Lasky (Tax Administrative Assistant).
- Nicole NewmancoreEstate Planning Attorney providing legal expertise for client estate planning needs. Collaborates with FAN advisors on comprehensive financial plans.
- Victor QuancoreInsurance Agent providing insurance planning services and products to FAN clients. Co-hosts retirement education classes with FAN advisors.
- Bill DanielsminorDirect Lender providing mortgage and lending solutions to FAN clients for real estate financing needs.
- Futures Financial, LLCminorLoan Broker providing real estate loan services. Listed in client account access for investor services.
- Mike GibsonminorReal Estate Valuation Specialist with 35+ years experience. Provides retrospective appraisals and litigation support for estate settlements, divorce proceedings, tax appeals, and insurance claims. Certified Green Appraiser specializing in energy-efficient property valuations.
- Todd LitmanminorStrategic alliance partner referenced on FAN website for expanding financial resources.
- Millennium Trust CompanycoreQualified custodian holding first trust deed investments for FAN clients. Imposes administrative and custodial fees including annual holding fees ($175 for one holding, $325 for two, $450 for three, $550 for four or more). FAN pays first $100 and the licensed real estate broker pays remainder.
- Charles SchwabcorePrimary custodian for client investment accounts. Provides client portal access for account management. Third-party site disclaimer applies.
- LPL FinancialcoreCustodial platform partner providing client account access for brokerage services.
- Orion AdvisorcorePortfolio performance reporting platform (FAN Performance) for client portfolio tracking.
- eMAPlancoreWealth management platform (FAN Plan) for comprehensive financial planning delivery and client management.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Financial Advisors Network competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Large network supporting independent RIAs with custodial, technology, and compliance infrastructure. Comparable to FAN's RIA operating model but provides platform services to dozens of similarly positioned advisory firms.
- Edelman Financial Engines: Large national RIA offering comprehensive financial planning, investment management, and retirement-plan services. Overlaps with FAN across the five core disciplines but serves a much larger national client base.
- Mariner Wealth Advisors: National RIA offering comprehensive retirement, tax, estate, and investment planning with in-house tax and estate professionals. Comparable to FAN's integrated offering but at enterprise scale with multiple offices.
Direct peers
- Buckingham Strategic Partners: Fee-only RIA leveraging evidence-based portfolio management and comprehensive planning services for retirement-age clients. Comparable to FAN's fiduciary, planning-led approach with a focus on retirement and tax outcomes.
- Carson Group: Comprehensive financial planning RIA serving retirement-focused and mass-affluent households with integrated tax, estate, and investment services. Comparable to FAN's bundled-service approach but at materially larger scale.
- Pure Financial Advisors: Southern California-based RIA offering comprehensive retirement and tax planning to mass-affluent and HNW clients. Closest geographic and service-model peer to FAN, with a similar employee-count range and fee-only advisory structure.
- Halbert Hargrove: Long-standing, fee-only RIA headquartered in Southern California with a comprehensive financial planning model covering retirement, tax, estate, and investment management. Directly comparable to FAN in scope, scale, and fiduciary RIA positioning.
- Creative Planning: Large, fee-only RIA providing comprehensive retirement, tax, estate, and investment management to individuals and families. Closely comparable to FAN's five-discipline integrated planning model, though at significantly greater scale.
Emerging players
- Facet Wealth: Hybrid RIA delivering comprehensive financial planning (retirement, tax, estate, investment) with a digital-first delivery model. Overlaps with FAN in service breadth but competes via virtual delivery and technology-driven price point.
- Garrett Planning Network: Network of fee-only financial advisors offering hourly and ongoing comprehensive financial planning across retirement, tax, estate, and investment disciplines. Comparable to FAN's planning-led RIA model for mass-affluent clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Financial Advisors Network compliance and trust
Trust signalCompliance2 records
Financial Advisors Network financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Advisors Network leadership team
Management profileNumber of profiles
Profiles17 records
Financial Advisors Network funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Advisors Network M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Advisors Network
What does Financial Advisors Network do?
Financial Advisors Network delivers full-service, fee-based personalized wealth management to individuals, families, and high-net-worth clients through five integrated disciplines: Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, and Investment Management (including Alternative Investments such as First Trust Deed loans). The firm operates as an SEC-registered investment advisory firm offering a wrap fee program, charging advisory fees on managed portfolio assets and disclosing terms in Form ADV. Services are delivered by a credentialed team (CFPs, CFAs, CPAs, AIFs, Enrolled Agents) through in-person and video consultations, community retirement classes, webinars, and digital client portals.
Is Financial Advisors Network a public or private company?
Financial Advisors Network is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Financial Advisors Network founded?
Financial Advisors Network was founded in 1999. It employs 11 to 50 people.
Where is Financial Advisors Network based?
Financial Advisors Network is headquartered in Causeway Bay, Hong Kong SAR China, in the Asia region.
How does Financial Advisors Network make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are first Trust Deed Investment Management.
Who are Financial Advisors Network's main competitors?
Broad incumbents on record are Cetera Financial Group, Edelman Financial Engines and Mariner Wealth Advisors. Direct peers are Buckingham Strategic Partners, Carson Group, Pure Financial Advisors, Halbert Hargrove and Creative Planning. Emerging players are Facet Wealth and Garrett Planning Network.
Does Financial Advisors Network have an API?
No public API is recorded for Financial Advisors Network.
What industry is Financial Advisors Network in?
Financial Advisors Network's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.