Financial Sense Advisors, Inc
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Overview
Financial Sense Advisors, Inc is a financial advisory firm located in San Diego, California. The company manages $584.6 million in assets under management across 1,265 client accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 10 financial advisors. Financial Sense Advisors, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like stocks, options and bonds.
Financial Sense Advisors, Inc administers all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek client permission. The investment advisory firm supervises about $462,105 for each account. The typical advisor at Financial Sense Advisors, Inc administers about 127 client accounts.
The firm's headquarters is located at 10809 Thornmint Road, San Diego, California 92127. The firm is legally allowed to provide services to investors across 32 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Financial Sense Advisors, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$584.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
15
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,265
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$462.1 thousand
Products and Services
Financial services offered by Financial Sense Advisors, Inc can include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, it provided 26-50 of its customers with financial planning services. Financial Sense Advisors, Inc is not involved in selling products or offering services other than investment advisory services to its investment advisory customers. Financial Sense Advisors, Inc is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually are based on the financial services offered. However, fees billed by the firm likely consist of any blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Financial Sense Advisors, Inc does business with a broad range of investors. The company works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,265 accounts, Financial Sense Advisors, Inc's biggest client type is retail investors, but it also serves 64 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 6.12%
- Other Individuals - 89.09%
- Corporations - 4.11%
- Charitable Organizations - 0.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Financial Sense Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Financial Sense Advisors, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Scottsdale, AZ
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