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Native Finance Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
Clients
1
100% 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
1
Very LowAverage account size
$1,000,000
About
Native Finance Investment Advisory is a solo, independent advisory firm that provides financial products and services to individual clients and supplies information about those products and services. Its Form ADV emphasizes privacy and data practices, including the collection of public and non-public personal information in connection with account agreements and transactions.
The firm’s disclosures show an affiliation with an insurance company and identify the firm as acting in the capacity of an insurance broker or agent, indicating a primary focus on insurance products and product facilitation. The brochure does not describe portfolio management for individual clients or the use of percentage-of-AUM fee arrangements, which suggests services and compensation are oriented toward transactions and third‑party product relationships rather than discretionary asset management.
That combination—insurance affiliation and brokerage activity alongside the absence of individual portfolio management and AUM fees—is uncommon among independent single‑advisor firms and may shape the firm’s product mix and potential conflicts of interest. The ADV also details routine information sharing with service providers (for example, clearing firms and broker‑dealers), security safeguards for customer data, and an opt‑out process for certain disclosures, which are relevant for prospective clients assessing how information and recommendations are handled.
Client services
Financial planning
Main office location
Native Finance Investment Advisory
Vista CA, United States
Number of offices
1
Most active in
Native Finance Investment Advisory has reported serving >5 clients in these states in the last 12 months.
California
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:
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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.
-
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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