Frances
Bird
Treehouse Wealth Advisors
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About this Advisor
Frances Bird is a financial advisor based in Walnut Creek, California who has 4 years of relevant experience. Bird is an employee of Treehouse Wealth Advisors. The advisor has gained experience at Sf Sentry Securities, Inc, Lyft, Checkmate.Io, Silicon Couloir, Mediavest, Full-Time Student, Garrison Point Advisors, LLC Dba Treehouse Wealth Advisors, Garrison Point Capital, LLC and Garrison Point Advisors, LLC. Bird maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California, New York and Utah. Treehouse Wealth Advisors is a company based in Walnut Creek, CA. The firm has just five advisors. It controls $162 million in assets among its 346 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 346 client accounts, 29% are associated with high-net-worth clients who have at least $1 million in assets. Treehouse Wealth Advisors performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Treehouse Wealth Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Treehouse Wealth Advisors Brokerage Details
$161,655,070
5
346
$467,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Frances Bird Work History
Frances has been registered as a financial advisor for 4 years.*
Garrison Point Advisors, LLC Dba Treehouse Wealth Advisors
Garrison Point Capital, LLC
Garrison Point Advisors, LLC
Sf Sentry Securities, Inc
Lyft
Checkmate.Io
Silicon Couloir
Mediavest
Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frances Bird to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Treehouse Wealth Advisors
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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