Silvio
Bettinelli
Fermata Advisors
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About this Advisor
Silvio Bettinelli is a financial advisor based in Napa, California, working with Fermata Advisors. Silvio has previously held positions at Fermata Advisors, LLC - Doing Business As, Sonoma Wealth Advisor, Treasury Wine Estates, UC Davis, and the United States Marine Corps. Silvio has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Silvio is part of Fermata Advisors, which operates out of Napa, California. The firm has 4 offices and 24 employees. The firm manages assets totaling $973.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fermata Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fermata Advisors Brokerage Details
$973,846,526
24
3,843
$253,408
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Silvio Bettinelli Work History
Fermata Advisors, LLC - Doing Business As, Sonoma Wealth Advisor
Treasury Wine Estates
Uc Davis
United States Marine Corps
Disclosures
Please visit the SEC profile of Silvio Bettinelli 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 Fermata Advisors
Sonoma, CA
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Napa, CA
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