Point Loma Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,914,771
Clients
7
0% 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
7
Very LowAverage account size
$1,416,396
About
The firm serves individuals, households, and certain trust relationships, providing comprehensive financial planning and investment advisory services. In addition to ongoing planning and portfolio management, the firm offers limited-scope consulting, hourly engagements, and a legacy software-access service for existing clients.
The adviser constructs diversified, strategic allocations intended to function across varying economic environments, typically implementing portfolios with mutual funds, ETFs, and selective exposures to inflation-sensitive assets, commodities, and systematic futures-based strategies. Clients generally retain transaction approval: the firm reports its assets under advisement as non-discretionary and provides investment recommendations that require client consent before execution.
Distinctive features include a single-advisor, very small-client practice model (a handful of clients with roughly $9.9 million in assets under advisement), and a service mix that explicitly accommodates legacy planning-tool access and limited consulting outside of standard ongoing advisory relationships. The firm also discloses the selective use of third‑party implementation platforms and model strategies, reflecting an emphasis on controlled selection of external solutions rather than broad platform offerings.
Client services
Financial planning
Portfolio management
Do-it-yourself financial planning subscription
Do-it-yourself financial planning subscription
Expertise
Passive / index investing
Fee options
Comprehensive Financial Planning fixed fees generally range from $1,000 to $3,500
$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001 - $6,000,000: 0.30% $6,000,001+: 0.20%
Hourly consulting fees available, specific rates not stated
Minimum fee: $1,000 minimum annual advisory fee for ongoing advisory services Fee-only: Comprehensive financial planning fees range from $1,000 to $3,500, fixed fee based on scope and complexity
Main office location
Point Loma Advisors
San Diego CA, United States
Number of offices
1
Most active in
Point Loma Advisors 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 not active or affiliated with:
-
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
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