Adviceonly
Firm details
- Headquarters
- San Diego, California
- CRD number
- 334039
- Registered since
- February 6, 2026
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Adviceonly is a corporation owned by an individual and is registered with the SEC in 2026. The firm’s stated advisory focus is financial planning services rather than discretionary portfolio management. Its fee model relies on hourly charges and fixed fees, indicating a fee-for-service planning practice instead of asset-based billing. FINTRX flags Adviceonly as a multi-state adviser; it is not identified as an active ESG investor, a pension consultant, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Steven Fox
FounderCRD 6379590
Michael Anderson
Financial PlannerCRD 6442256
Michael Hart
Financial PlannerCRD 6491261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1455 Frazee Rd
- Time zone
- PT (UTC-8)
- Office locations
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