Physician Family Financial Advisors Inc
- Regulatory AUM
- $285M
- Discretionary
- $285M
- Clients
- 376
- Avg AUM / client
- $758K
- Accounts
- 639
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $23.2M | 8.15% |
| High net worth individuals | 160 | $262M | 91.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Utley, William, Ben | President/Secretary | Sep 1998 (28y) | 75% or more | |
| Kyle Joseph Hoelzle | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Nathan Anthony Reineke | Registered representative | Apr 2018 (8y) | ||
| Chelsea Katlyn Jones | Registered representative | CFP | Nov 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Mtg, Llc $260M (91% of AUM) Jun 2026
- John Hancock Funds, Llc $10.3M (8% of AUM) Aug 2023
- My529 $3.2M (2% of AUM) Aug 2023
- American Funds Distributors, Inc. $524K (0% of AUM) Aug 2023
- Charles Schwab & Co. $42.3K (0% of AUM) Aug 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗