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Top Financial Advisors in Solana Beach, CA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Solana Beach, California

We understand that finding the right financial advisor can be difficult. That’s why we’ve formed a list of the top financial advisor firms in the Solana Beach, California area. In forming our review, we compared each firm’s assets under management (AUM), advisory services, investment strategies, fee structures and more. You can also use SmartAsset's free financial advisor matching tool to be paired with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Blankinship & Foster, LLC Blankinship & Foster, LLC logo Find an Advisor

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$786,491,375 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars
2 Focus Investment Advisors, Inc. Focus Investment Advisors, Inc. logo Find an Advisor

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$704,464,829 $100,000
  • Financial planning
  • Portfolio managment
  • Pension consulting
  • Advisor selection

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio managment
  • Pension consulting
  • Advisor selection
3 D.M. Brenner, Inc. D.M. Brenner, Inc. logo Find an Advisor

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$149,168,498 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

What We Use in Our Methodology

To find the top financial advisors in Solana Beach, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Blankinship & Foster

Leading our list is fee-only firm Blankinship & Foster. The firm’s client base includes non-high-net-worth individuals and high-net worth individuals, families, trusts, estates, pension and profit sharing plans, charitable organizations and business entities. Blankinship & Foster has a $1 million minimum account size requirement for its clients. 

The firm’s team offers a range of backgrounds and qualifications. Some notable industry credentials include the certified financial planner (CFP) and chartered financial analyst (CFA) designations, among others. 

Blankinship & Foster Background

Established in 1989, Blankinship & Foster’s advisory services feature portfolio management, financial planning, selection of other advisors and educational seminars/workshops. The investment management firm’s owners are president/CEO Stefan Prvanov, director of investment management Frederick V. Brooks, Jr. and director of wealth management Jon P. Beyrer.

Blankinship & Foster Investment Strategy

Blankinship & Foster believes its clients’ securities should be transparent, low cost, liquid and well-diversified, according to its website. When building client portfolios, the firm mainly utilizes no-load mutual funds and exchange-traded funds (ETFs)

In offering investment advice and predicting the future economic environment, Blankinship & Foster says it analyzes money supply, interest rates and commodity prices. The firm’s primary investment strategy is asset allocation.

Focus Investment Advisors

Focus Investment Advisors has a $100,000 minium account size for new clients. However, the firm may be willing to accept clients with less than that under certain circumstances. The has led the firm's client base to be fairly diverse, as it works with individuals with and without a high net worth, retirement plans and other financial entities.

As a fee-based firm, some of the advisors at Focus Investment can sell insurance and securities on a commission basis. Although this presents a potential conflict of interest, the firm's fiduciary duty means it must act in clients' best interests.

The advisory staff here holds a handful of advisory certifications. These include certified financial planner (CFP), certified investment management analyst (CIMA) and accredited investment fiduciary (AIF).

Focus Investment Advisors Background

Focus Investment Advisors was founded back in 1994, making it the second-oldest firm on this list. The firm is under the ownership of CEO Andrew Wasa and Henry Ferry, who is not associated with Focus.

Investment supervisory services are the premier offering at this firm. It even provides clients access to a number of investment programs run by LPL Financial. Financial planning services are also available.

Focus Investment Advisors Investing Strategy

Focus Investment Advisors invests client assets according to each of their individual needs. Here are some important characteristics the firm pays attention to:

  • Asset allocation planning
  • Risk tolerance
  • Time horizon
  • Financial goals
  • Portfolio monitoring and rebalances

D.M. Brenner

D.M. Brenner is a fee-based firm working primarily with individuals, most of whom are not high-net-worth. The only institutional clients at the firm are pension and profit-sharing plans. The firm does not list a minimum account size.

The advisor team at DMB includes one certified financial planner (CFP) and one chartered life underwriter (CLU). Some of these advisors earn commissions for selling insurance, which is a potential conflict of interest. The firm's fiduciary duty still applies though, meaning it must act in clients' best interests.

D.M. Brenner Background

D.M. Brenner was founded in 1993 by David M. Brenner. Brenner has been an independent advisor for most of his career, though prior to founding this firm, he worked at Keystone Financial Group in Bryn Mawr.

Services offered at DMB include financial planning, retirement planning, college funding, estate planning and asset management.

D.M. Brenner Investment Strategies

Around two-thirds of the money managed at DMB is invested in mutual funds. Nearly another third is in individual stocks, and the remaining funds are invested in bonds.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.