Wfa Of San Diego

WFA of San Diego, LLC is a fee-only wealth advisory and investment management firm founded in 2019. The firm offers personalized wealth planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. WFA SD does not act as a custodian of client assets, ensuring clients maintain ownership of their assets. The firm's investment supervisory services are provided on a discretionary basis, with a focus on designing, revising, and reallocating client portfolios based on individualized factors. WFA SD offers various fee structures, including tiered investment management fees based on account value, flat management fees, and hourly planning engagements. The firm may also provide 401(k) services, exchange-traded funds portfolio services, and flat consultation fees. Clients have the option to grant the adviser discretionary authority for investment transactions, subject to certain limitations. WFA SD does not vote on client securities' proxies and does not provide advice on class action lawsuits. The firm upholds a strict Code of Ethics, ensuring compliance with fiduciary obligations and securities laws. Client privacy is maintained through secure data handling practices and restricted access to confidential information. For more details on the firm's services and practices, clients can request a complete copy of the Firm Brochure.