InvesDid
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 2 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
10
LowAverage account size
$0
About
InvesDid provides fee‑based financial planning and consulting to individuals, businesses, and nonprofit organizations and also offers retirement‑plan advisory services, including limited‑scope ERISA 3(21) support. The firm does not custody client assets or directly manage individual portfolios; instead it refers clients to third‑party money managers and serves as a co‑advisor on platforms such as Matson Money.
When working with clients, InvesDid emphasizes asset allocation and periodic rebalancing implemented by third‑party managers that follow a modern‑portfolio/efficient‑market approach, and it handles client onboarding, coordination, and periodic account reviews. Financial planning engagements are delivered on a fixed‑fee or hourly basis and the firm provides rollover education and participant education for employer plans while leaving discretionary trading authority to the selected money managers.
Notable features that distinguish the firm include free public seminars and workshops for investor education and the principal’s licensed activity as an insurance broker, an outside business activity the brochure discloses as a potential conflict of interest. Compared with many peers, the firm operates with a very small client base, does not act as a custodian or directly manage portfolios for individual clients, and relies on referral and co‑advisor arrangements—receiving compensation from third‑party manager platforms in those relationships.
Client services
Financial planning
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Social Security optimization
Long-term care insurance
College savings (529s, UTMA, etc.)
Fee options
Financial planning services flat fee between $3,000 and $10,000
0.25% to 1.4% annually (negotiable based on amount of assets and model portfolio chosen)
$450 per hour for financial consulting
Fee-only: Financial planning: $3,000 to $10,000 fixed fee; Financial consulting: $450 per hour hourly fee
Main office location
InvesDid
Benicia CA, United States
Number of offices
2
Most active in
InvesDid 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 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.
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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
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