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Buying A House Retirement 101 Solutions for Small Business Tax Savings Ops Savings for your kids

Buying A House

Fat Cat can help you plan a strategy to turn your CATNIP DREAMS into reality.

Retirement 101

Fat Cat has personalized strategies to help you build up your savings today for a better future tomorrow so you can be THE FAT CAT.

Solutions for Small Business

We have experienced COOL CATS who can help grow your earnings while also maximizing tax savings making your kibble work for you.

Tax Savings Ops

We are not Kitten you, there are smart ways to save on your taxes.

Savings for your kids

We can set up plans to help grow your children’s funds. Having Kitty Cash is more important than ever.

FATCAT WEALTH Advisory accounts are held at Charles Schwab & Co., Inc. and are managed by WFA San Diego, a registered Investment Advisor with the U.S. Securities and Exchange Commission.


Robo investor technologies

Fat Cat Wealth employs Cool Cats like top rated Robo Investor Technologies run by Charles Schwab & Co. to automatically invest and re-balance professionally designed portfolios.

Low cost & Lightening Fast

Fat Cat accounts can be set-up with as little as $5000. With an extremely low asset management fee of 0.5%. This makes Fat Cat Wealth ridiculously affordable and meowtastic!

Open an account with us in less than 10 minutes with our streamline enrollment process.


Work with a live cat

Unlike many other Robo offerings, Fat Cat Wealth allows you to work with a live cat. Dedicated financial advisors are available at no additional cost.

Cats with a conscience

5% of all investment management fees collected by Fat Cat Wealth go to support our less domesticated friends. San Diego Zoo’s Global Wildlife Conservancy Program at endextinction.org.


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Institutional Intelligent Portfolios® (“IIP”)” is an automated investment management service made available through Schwab Performance Technologies® (“SPT”). At Fat Cat Wealth’s direction, the IIP platform will automatically trade and rebalance portfolios when they drift from the targeted asset allocation by a defined amount.

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