Advisor at Tushaus Wealth Management
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Firm
Tushaus Wealth Management
Location
San Diego, CA 92106
Credentials
Series 63, Series 66
Industry experience
10 years
Chase Tushaus is a financial advisor at Tushaus Wealth Management in San Diego, CA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets and City National Bank. In addition to his advisory role, he is an independent licensed insurance agent and manages an insurance agency, Tushaus Partners LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations through wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, primarily recommending ETFs for diversification and cost efficiency.
Based on Tushaus Wealth Management
Based on Tushaus Wealth Management
Up to $10,000 fixed annual fees for standalone financial planning services.
$0 - $1,500,000: 1.50% annually $1,500,001+: 0.75% annually
Account minimum: $250,000 (waivable at discretion)
2305 Historic Decatur Road, Suite 100
San Diego, CA 92106
Arizona · California · Colorado · Kansas · Missouri · South Dakota · Texas
Tushaus Wealth Management
2020 - Present (6 years)
Tushaus Wealth Management LLC
2020 - Present (6 years)
Optimist Retirement, LLC
2020 - 2021 (1 year)
RBC Capital Markets
2018 - 2020 (2 years)
City National Bank
2017 - 2020 (3 years)
RBC Capital Markets
2017 - 2017 (1 year)
RBC Capital Markets
2016 - 2018 (2 years)
L-3 Communications
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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