Top financial advisors in Coronado, CA
We've curated a list of the best financial advisors in Coronado, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $308,149,634 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Coronado, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coronado. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Personal Financial Management
Personal Financial Management is a fee-only financial advisory firm based in Coronado, CA, established in December 1992 by John David Brennan. The firm specializes in providing comprehensive financial planning services to high-net-worth individuals, covering areas such as investments, income tax, business, retirement, insurance, and estate planning. As of December 31, 2023, the firm manages $358,472,257 of client assets on a discretionary basis and $136,984,023 on a non-discretionary basis. For financial planning services, fees range from $5,000 to $20,000 or more for the first year, with ongoing fees negotiable as a percentage of the first year's fee. Asset management fees are negotiable between 0.10% to 1.00%, depending on account size, and are paid in arrears. The firm primarily recommends no-load mutual funds for investments and does not receive any payments from mutual fund companies or brokerage firms. Personal Financial Management follows a long-term investment strategy focused on fundamental and technical security analysis to preserve and enhance client net worth. The firm does not engage in short-term trading, short sales, margin transactions, or option writing. Clients have investment discretion and can choose their own broker. The firm has arrangements with brokerage firms like Charles Schwab, Fidelity, and TD Ameritrade for institutional platform services. Clients receive regular reviews of their accounts, with money-management accounts reviewed daily and financial-planning accounts reviewed semi-annually. John David Brennan, the sole owner, has extensive experience in financial planning and investment advising. Bradley J. Vollstedt, a financial planner at the firm, has a background in finance and has been with Personal Financial Management since 2011.
$308,149,634 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Coronado, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coronado. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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