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Zachary James Weirich

Fermata Advisors

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About Zachary James Weirich

Zachary James Weirich is a financial advisor registered in California with Fermata Advisors. Zachary has been working in the financial industry since 2014. He is a Certified Financial Planner™ and holds Series 7 and Series 66 licenses. Zachary has prior experience with Edward Jones, Morgan Stanley, Cetera Advisor Networks LLC and Walnut Creek Wealth Management. He is also registered with Cetera Investment Advisors LLC. Fermata Advisors primarily serves individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Zachary Weirich is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Weirich’s Registration & Firm History

CA

07/01/2024 - Present

Fermata Advisors (Auburn CA)

CA

03/21/2017 - 07/03/2024

CETERA ADVISOR NETWORKS LLC (CONCORD CA)

CA

05/11/2015 - 03/21/2017

EDWARD JONES (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 07/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary James Weirich.
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