Advisor at Inflection Retirement Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Inflection Retirement Services
Location
San Diego, CA
Credentials
Series 65
Industry experience
1 year
Jeffrey Stoltey is a Series 65-licensed advisor with Inflection Retirement Services in San Diego, CA, where he has worked since 2025. He has one year of industry experience and concurrently operates as an insurance broker specializing in life, health, commercial, and personal lines. Prior to joining Inflection, he has been associated with New City Insurance since 2014. Inflection Retirement Services advises qualified retirement plans and pension clients, focusing on participant-directed defined contribution arrangements such as 401(k), 403(b), and profit-sharing plans. The firm provides ERISA-focused fiduciary services including investment consulting, plan design review, and participant education, emphasizing long-term diversified asset allocation and passive index mutual fund evaluation.
Based on Inflection Retirement Services
Based on Inflection Retirement Services
One-time start-up, conversion, or termination fees may apply; details per client agreement.
$0 - $1,000,000: 0.65% $1,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.35% Greater than $25,000,000+: Negotiated
Fee-only: Fees are paid directly from participant accounts via recordkeeper; no commissions or sales charges.
San Diego, CA
California · Texas
Inflection Retirement Services Inc
2025 - Present (1 year)
New City Insurance
2014 - Present (12 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.
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Series 65
San Diego, CA
HEDGEWISE
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")