SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Financial Sense Advisors, Inc.
San Diego, CA
CRD 111090
Firm filing updated August 31, 2026 ·
- $835.6MAssets
- 597Clients
- 8Advisory staff
- 1,116Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals399
- High net worth individuals189
- Corporations or other businesses6
- Pension and profit sharing plans3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 399 | $206.0 million |
| High net worth individuals | 189 | $606.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3.1 million |
| Corporations or other businesses not listed above | 6 | $19.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$835.6 million
- Accounts1,116
- DiscretionaryAll accounts
People
- Employees11
- Advisory staff8
- Broker-dealer reps8
- Licensed insurance agents5
- Planning clients11 to 25
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 111090, SEC file 801-25937.
- Registered with the SEC as an investment advisor (status date on record: December 31, 1985).
Is Financial Sense Advisors, Inc. a fiduciary?
Short answer: Financial Sense Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.