Open Advisors

Q: What is Open Advisors's official website?

Open Advisors's official website is www.myopenadvisors.com

Q: What is Open Advisors's Revenue?

Open Advisors's revenue is <$5 Million

Q: How many employees does Open Advisors have?

Open Advisors has 11-50 employees

Q: What industry does Open Advisors belong to?

Open Advisors is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Open Advisors competition?

Open Advisors top competitors include: Wealth By Design , Strategic Wealth Partners , Financial House , Elevate Wealth Management

Q: What technology does Open Advisors use?

Some of the popular technologies that Open Advisors uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager

Q: How do I contact Open Advisors?

Open Advisors contact info: Phone number: (925) 659-0361 Website: www.myopenadvisors.com

Q: What does Open Advisors do?

Open Advisors specializes in personalized wealth planning and investing strategies, focusing on protecting what matters most to clients. They offer a flat fee structure with no minimums, ensuring tailored financial solutions that align with individual investor profiles. Their services include comprehensive planning, investment strategies, and ongoi... ng support to adapt to life changes and market volatility. Open Advisors serves clients locally and virtually across the nation, providing trusted financial guidance. Read More

Q: What are Open Advisors social media links?

Open Advisors Linkedin page Open Advisors Twitter page

Q: Is Open Advisors a public company?

Open Advisors is private company therefore does not currently have an official ticker symbol

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

44 Montgomery St Ste 2950, San Francisco...

Phone Number

(925) 659-0361

Website

www.myopenadvisors.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Open Advisors

Open Advisors specializes in personalized wealth planning and investing strategies, focusing on protecting what matters most to clients. They offer a flat fee structure with no minimums, ensuring tailored financial solutions that align with individual investor profiles. Their services include comprehensive planning, investment strategies, and ongoing support to adapt to life changes and market volatility. Open Advisors serves clients locally and virtually across the nation, providing trusted financial guidance.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Open Advisors Org Chart

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Brooke Buechele

Manager, Client Services

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Tasha Hadley

Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Open Advisors

<$5M

11-50

Private

2018

Brooke BuecheleManager, Client Services

Financial House

$10.3M

11-50

Private

1983

Philippe KamdemResposable De La Division Juridique, Du Recouvrement Et Du Contrôle Des Engagements

Charter Financial Group

$7.3M

1-10

Private

1996

Susan StewartPresident

Wealth By Design

<$5M

1-10

Private

<$5M

2010

Emilie HessManager, Financial Planning

Elevate Wealth Management

<$5M

1-10

Private

2015

Amanda AndersonLPL Registered Administrative Associate

Strategic Wealth Partners

<$5M

1-10

Private

Britt RayburnClient Relationship Manager

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Open Advisors Tech Stack

A closer look at the technologies used by Open Advisors

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Open Advisors

What is Open Advisors's official website?

Open Advisors's official website is www.myopenadvisors.com

What is Open Advisors's Revenue?

Open Advisors's revenue is <$5 Million

What is Open Advisors's SIC code?

Open Advisors's SIC: 62,628

What is Open Advisors's NAICS code?

Open Advisors's NAICS: 52,523

How many employees does Open Advisors have?

Open Advisors has 11-50 employees

What industry does Open Advisors belong to?

Open Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Open Advisors competition?

Open Advisors top competitors include: Wealth By Design, Strategic Wealth Partners, Financial House, Elevate Wealth Management

What technology does Open Advisors use?

Some of the popular technologies that Open Advisors uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager

How do I contact Open Advisors?

Open Advisors contact info: Phone number: (925) 659-0361 Website: www.myopenadvisors.com

What does Open Advisors do?

What are Open Advisors social media links?

Open Advisors Linkedin page Open Advisors Twitter page

Is Open Advisors a public company?

Open Advisors is private company therefore does not currently have an official ticker symbol

See more information about Open Advisors

Open Advisors Latest Hires and Their Positions

Open Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Andy VanLaningham

Partner

Joined May 18, 2026

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Jesse Woods

Financial Planner

Joined Dec 1, 2025

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