Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Fonte Financial Advisors Logo
Fonte Financial Advisors CB Rank
1293261
Heat Score
55
Fonte Financial Advisors offers wealth and investment management services.
Founded
obfuscation
Private Carlsbad, California, United States1-10 fontefinancial.com
Financial Services
Professional Services
Wealth Management
Overview

Fonte Financial Advisors
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Fonte Financial Advisors

CB Rank
1293261
Fonte Financial Advisors offers wealth and investment management services.
Founded
obfuscation
Private Carlsbad, California, United States1-10 fontefinancial.com
Financial Services
Professional Services
Wealth Management

Details

Legal Name RG Financial, LLC
Operating Status Active
Company Type For Profit
Phone Number (858) 800-4176
Contact Email jreckers@fontefinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Post-Divorce Transition Management
Service helping clients manage finances after divorce, including investment, insurance, taxes, cash flow, and estate planning.
Retirement Preparation
Service providing strategic analysis and planning to assess and prepare clients for retirement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

IT Spend

$68.1KThis year, Fonte Financial Advisors is projected to spend $68.1K on IT, according to Aberdeen.

Active Website Tech Count

20Fonte Financial Advisors is actively using 20 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Euro, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Fonte Financial Advisors's headquarters? Fonte Financial Advisors is located in Carlsbad, California, United States.Who are Fonte Financial Advisors's competitors? Alternatives and possible competitors to Fonte Financial Advisors may include HighTower Advisors, Charles Schwab, and  Raymond James.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(f8e1fc8 1)
|