We believe the fee you pay for financial planning and advice shouldn't be based on the amount of money you have
We don't sell financial products; we don't receive commissions
We don't require investments to manage; we don't charge a fee as a percentage of your assets
Our fees are customized to your personal situation
In order for us to quote a fee, we need to know you better
We offer an introductory consultation for this very purpose
* The estimated fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have complexity in your financial life.
**Hourly services are typically only available to clients who have already completed an initial financial planning engagement; subject to a minimum of $750.
Why Choose Us
Matthew R. Etzler
2130 Main Street, Suite B
Red Bluff, CA 96080
© 2005-2022 Etzler Financial Advisors, LLC
Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.
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Disclaimer of warranty and limitation of liability
The information, products and services on this website are provided on an “AS IS,” “WHERE IS” and “WHERE AVAILABLE” basis. EFA does not warrant the information or services provided herein or your use of this website generally, either expressly or impliedly, for any particular purpose and expressly disclaims any implied warranties, including but not limited to, warranties of title, non-infringement, merchantability or fitness for a particular purpose. EFA will not be responsible for any loss or damage that could result from interception by third parties of any information or services made available to you via this website. Although the information provided to you on this website is obtained or compiled from sources we believe to be reliable, EFA cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. Neither EFA, nor any of its affiliates, directors, officers or employees, nor any third-party vendor, will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website, the data contained herein or the products or services offered on this website available to you, or from any other cause relating to your access to, inability to access, or use of the website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of EFA or of any vendor providing software or services. In no event will EFA or any such parties be liable to you for any direct, special, indirect, consequential or incidental damages or any other damages of any kind even if EFA or any other such party has been advised of the possibility thereof. This limitation on liability includes, but is not limited to, the transmission of any viruses which may infect a user’s equipment, failure of mechanical or electronic equipment or communication lines, telephone or other interconnect problems (e.g., you cannot access your Internet service provider), unauthorized access, theft, operator errors, strikes or other labor problems or any force majeure. EFA cannot and does not guarantee continuous, uninterrupted or secure access to the website.
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Pursuant to Section 512(c)(2) of the Copyright Act, EFA designates the following agent to receive notifications of claimed infringement: Matthew R. Etzler, Etzler Financial Advisors, LLC, P.O. Box 100, Red Bluff, California 96080; fax: (530) 527-5237.
Use of links
None of the information contained in this website constitutes a solicitation or offer, or recommendation by EFA or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. EFA does not render or offer to render personalized investment advice or financial planning advice through the EFA website. EFA’s specific advice is given only within the context of our contractual agreements with each client. The EFA website is limited to the dissemination of general information about EFA’s service offerings, and provides an alternative method for prospective clients to learn more about EFA, and contact EFA. Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory and/or financial planning agreement by the client and the advisor, and the initial payment of the planning fee or investment advisory fee by the client to the advisor.
The information and services provided on this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where EFA is not authorized to provide such information or services. Services described in this website may not be available in all jurisdictions or to all clients.
Choice of law
This agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to conflicts of laws provisions. Sole and exclusive jurisdiction for any action or proceeding arising out of or related to this agreement shall be in an appropriate state or federal court located in the County of Tehama, State of California and the parties unconditionally waive their respective rights to a jury trial. Any cause of action you may have with respect to your use of this site must be commenced within one (1) year after the claim or cause of action arises. If for any reason a court of competent jurisdiction finds any provision of this agreement, or a portion thereof, to be unenforceable, that provision shall be enforced to the maximum extent permissible so as to effect the intent of this agreement, and the remainder of this agreement shall continue in full force and effect. This agreement constitutes the entire agreement between EFA and you with respect to this site and it supersedes all prior or contemporaneous communications, agreements and understandings between EFA and you with respect to the subject matter hereof. A printed version of this agreement shall be admissible in judicial or administrative proceedings.