Financial Sense Advisors, Inc.

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Total assets under management

$835,564,894

Total clients

588

32% high-net worth

Total advisors

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,421,029

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

Financial Sense Advisors, Inc.

10920 Via Frontera, Suite 500

San Diego CA 92127, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 858-487-3939

Advisors at this firm

Christopher P

Series 66

Gilbert, AZ

Financial Sense Advisors, Inc.

James P

CFP®, Series 63

San Diego, CA

Financial Sense Advisors, Inc.

Ryan P

Series 63, Series 66

San Diego, CA

Financial Sense Advisors, Inc.

Robert B

Series 63

Jensen Beach, FL

Financial Sense Advisors, Inc.

Nicholas K

Series 66

San Diego, CA

Financial Sense Advisors, Inc.

Xavier S

Series 66

San Diego, CA

Financial Sense Advisors, Inc.

William P

Series 63, Series 66

Scottsdale, AZ

Financial Sense Advisors, Inc.

Brendan M

CFP®, Series 63, Series 65

San Diego, CA

Financial Sense Advisors, Inc.

Crystal C

CFP®, Series 66

San Diego, CA

Financial Sense Advisors, Inc.

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