Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$283.2M

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$500 - $50,000
Hourly Rate:Up to $250/hr

Fees are based on a percentage of assets under management, hourly charges, and fixed fees. Asset management fees range from 0.45% to 1.25% per year, negotiable based on assets and services. Financial planning fees range from $500 to $50,000 depending on complexity. Hourly fees are $250/hour if a financial plan is cancelled. A minimum of $1,000,000 is required to establish a new advisory account, but this may be waived.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

12730 High Bluff Dr, Suite 260, San Diego, CA, 92130

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015
Settled
Customer Dispute
March 2009
Denied
Other Business Activities

Jeff is a book author since 2011, writing and selling books that are non-financial in nature. This activity requires minimal time.

Employment History
Current Registrations
Wealth Analytics Partners, LLC
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Strategic Advisers, INC.
October 2009 - March 2017 · 7 yrs 5 mos
Fidelity Brokerage Services LLCBroker
October 2009 - March 2017 · 7 yrs 5 mos
CUNA Brokerage Services, INC.
February 2009 - October 2009 · 8 mos
CUNA Brokerage Services, INC.Broker
February 2009 - October 2009 · 8 mos
Banc of America Investment Services, INC.
April 2005 - December 2008 · 3 yrs 8 mos
Banc of America Investment Services, INC.Broker
April 2005 - December 2008 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 1998 - April 2005 · 6 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - April 2005 · 7 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.