AG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
161 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$231.1M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $50,000
Hourly Rate:$250 - $500/hr
Financial planning fees range from $500 to $50,000 on a fixed fee basis and/or $250 to $500 on an hourly basis. Investment management fees will not exceed 1.25% of assets under management. Retirement plan consulting fees range from $500 to $50,000. Fees may be negotiable based on various criteria.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness Owners
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Advisor Information
Office location
San Diego, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Koa Wealth Management, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Blankinship & Foster, LLC
March 2023 - June 2024 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.