# Altura Financial Advisors
Source: https://planprovider.pro/provider/altura-financial-advisors

> Founded in 2005, Altura Financial Advisors runs a small, four-person team that works with employers on retirement plan setup and day-to-day support. The firm…

Retirement Plan Advisor

Santa Clara, CA

## About Altura Financial Advisors

<p>Founded in 2005, Altura Financial Advisors runs a small, four-person team that works with employers on retirement plan setup and day-to-day support. The firm is headquartered in Santa Clara in the heart of Silicon Valley, with an additional office in the Salt Lake City metro area.</p>

<p>Altura focuses on <a href="/plan-advisors">plan advisor</a> work tied to 401(k) plans, helping businesses compare options, choose a fit, and roll out employee education. Its services include plan design, participant advice, and recordkeeping, along with 3(21) fiduciary support for investment recommendations.</p>

<p>For individuals, the team also helps with retirement planning topics such as saving targets, early retirement decisions, and managing accounts like IRAs and 401(k)s. The firm also works on college education funding and investment management, building portfolios around a client’s time horizon, risk tolerance, and goals.</p>

<p>A key point of differentiation is Altura’s multiple employer plan option offered through the Utah Manufacturers Association, which is positioned to avoid annual audits, reduce investment costs, and limit fiduciary liability.</p>

<ul>
<li>401(k) plan selection and plan design</li>
<li>3(21) fiduciary investment support</li>
<li>Participant education and advice</li>
<li>Recordkeeping services</li>
<li>Utah Manufacturers Association multiple employer plan option</li>
</ul>

Website: [https://alturafinancialadvisors.com/our-services](https://alturafinancialadvisors.com/our-services)

Founded: 2005

Employees: 4

## Office Locations

- Santa Clara, CA (Headquarters)

- Salt Lake City, UT

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

- Participant Investment Advice

- Recordkeeping

## Team Members

- **Craig Paulson**, President - Investment Advisor, CRPS®

- **Ty Hadley**, Investment Advisor

## Other Retirement Plan Advisors in CA

- [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA

- [Allmerits](https://planprovider.pro/provider/allmerits) - Buena Park, CA

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN

- [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA

- [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA

- [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/altura-financial-advisors)

&copy; 2026 PlanProvider.Pro