About the firm
Canby Financial Advisors, LLC is a fee-only registered investment adviser providing comprehensive financial planning and investment management advice, strategies, and solutions. The firm's team of financial planners and investment advisers is committed to helping clients manage their complex financial lives with greater confidence. Canby Financial also offers retirement plan services for employer-sponsored plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, fee-only investment management (including portfolio diversification, asset allocation, and account oversight), and retirement plan services.
Who they serve
Individuals and families seeking professional guidance to manage their financial lives across every stage of life, as well as employers offering retirement plans to their employees.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,000 to $2,000,000 | 0.90% |
| $2,000,000 to $3,000,000 | 0.80% |
| $3,000,000 to $4,000,000 | 0.70% |
| $4,000,000 to $5,000,000 | 0.60% |
| $5,000,000 to $7,500,000 | 0.50% |
| $7,500,000 to $10,000,000 | 0.45% |
| $10,000,000 to $12,500,000 | 0.40% |
| $12,500,000 to $15,000,000 | 0.35% |
| $15,000,000 to $20,000,000 | 0.30% |
| $20,000,000 and above | 0.25% |
Data as of September 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Canby Financial Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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