Advice Only, Pbc
● SEC registered since 2026CRD 334039SEC# 801-135290San Diego, CA
Reg. AUM
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Employees
6
Accounts
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Location
San Diego, CA
About Advice Only, Pbc
AdviceOnly connects clients with fee-only, fiduciary advisors who do not sell products or charge asset-based management fees. Advisors are paid only for advice, with no commissions, product sales, or referral kickbacks, and the organization operates as a public benefit corporation.
Summary based on the firm’s website.
Advice Only, Pbc assets under management
Advice Only, Pbc is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2026. It employs 6 people.
Advice Only, Pbc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Charles Fox Control | President And Cco | Over 75% | 2024 |
Frequently asked questions
How many employees does Advice Only, Pbc have?
Advice Only, Pbc reports 6 employees.
Where is Advice Only, Pbc located?
Advice Only, Pbc is based in San Diego, CA and has been SEC-registered since 2026.
Does Advice Only, Pbc disclose fund performance?
Advice Only, Pbc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1455 Frazee Rd,, Suite 500, San Diego, CA 92108 |
| Phone | (619) 374- 2261 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,804 advisers