Educated Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,000,000
Clients
83
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
Very HighAverage account size
$614,458
About
Education Based Solutions, LLC (dba Malibu Wealth Planning) provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement and tailoring allocations to each client’s goals and risk tolerance. The firm manages client accounts primarily through a single advisor and documents investment objectives and risk levels for ongoing portfolio monitoring.
The firm’s investment approach combines multiple analysis methods — charting, cyclical, fundamental, quantitative and technical — and employs long‑term and short‑term trading, margin transactions and options strategies where appropriate. Malibu Wealth Planning generally operates with discretionary trading authority, uses a sub‑adviser for most equity management, and delivers quarterly custodian statements and periodic reviews triggered by material events.
What distinguishes the firm from many solo independent advisers is its emphasis on education and referral relationships: the brochure notes participation in educational conferences and workshops (including those available through its custodian) and discloses that the firm earns referral compensation for arranging physical precious metals purchases. The brochure also discloses that the principal is a licensed insurance agent who may receive commissions and details prior, resolved non‑investment regulatory matters, all of which are presented as potential conflicts or background information for prospective clients.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Annuities
Real estate investing
Fee options
Up to 1.90%
Main office location
Educated Solutions
Calabasas CA, United States
Number of offices
1
Most active in
Educated Solutions has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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