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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2017
- Office Locations
- 1
Office Locations
About FEE-Only Financial Advisors, LLC
FEE-Only Financial Advisors, LLC is a Beverly Hills-based RIA. The firm has been operating for 9 years. Managing $25.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 64.9% is discretionary and 35.1% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MICHAEL JOSEPH TRINGALI
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #4458965
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,704,864 | -- |
| Non-Discretionary | $9,030,819 | -- |
| Total | $25,735,683 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FEE-Only Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.