---
title: "Tristan Bolton | Financial Advisors"
description: "Tristan Bolton at Ideal Financial Advisors, LLC. Tristan Bolton recognizes that for many investors, the process of financial planning can be shrouded in…"
url: https://financialadvisors.com/advisors/tristan-bolton/
---

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![Tristan Bolton](https://financialadvisors.com/wp-content/uploads/2023/06/2104081617922875Peak360-Finlas-6_websize.jpg)

# Tristan Bolton

Ideal Financial Advisors, LLC

investment

Accredited Investment Fiduciary

Email Advisor

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## About

Tristan Bolton recognizes that for many investors, the process of financial planning can be shrouded in uncertainty. His primary mission is to alleviate that confusion with a comprehensive, and transparent approach that’s uniquely tailored to each client’s specific needs. This approach was developed over more than a decade of working hand-in-hand with thousands of Financial Advisors and their clients — consulting on their most complex retirement, investment, and tax and planning issues. Tristan believes communication and trust are paramount — and this is a responsibility he does not take lightly. He focuses on delivering constructive, unbiased advice rooted in his years of experience. His goal is to create a path for his clients that provides both clarity and peace of mind which helps them achieve their financial goals. When he’s not developing clear, effective solutions for his clients, you can find him either riding his Ducati or experimenting in the kitchen, where he enjoys cooking for his wife and two young children. (Whether they share his enthusiasm is up for debate.)

## Firm Information

![Ideal Financial Advisors, LLC logo](https://financialadvisors.com/wp-content/uploads/2023/06/IDEAL_Main-Logo-I-inverse.png)

Firm Ideal Financial Advisors, LLC

Position Owner

Agency Type ria

Firm CRD# 283824

About Firm

Ideal Financial Advisors helps successful individuals, families and businesses get above the day-to-day, see where they want to go, and understand how to get there.

Firm Location

## Professional Details

Advisor CRD# 5291400

Fiduciary Yes — acts in your best interest

Compensation Assets Under Management (AUM) • Fee-Based

Designations

Accredited Investment Fiduciary

Licenses

Series 7 Series 66 Life and Disability

## Practice Focus

Specialties

- Holistic Financial Planning 100%

Preferred Client Type

- High Net-Worth Individuals 100%

## About Me

Community Involvement Financial Planning Association (FPA)

### Contact Information

Email Advisor

Thanks! Your message has been sent.

[(925)299-1300](tel:9252991300)

Address 251 Lafayette Cir, Lafayette, CA 94549, USA

### At a Glance

Founded 2021

### Links

[Website](https://www.idealfinancialadvisors.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5291400)

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