FINANCIAL ALTERNATIVES, INC.

RIASEC RegisteredEst. 2000

Total AUM

$615M

Discretionary

$607M

99% of AUM

Avg account

$489K

Accounts

1,258

Employees

Advisory reps

Firm details

Headquarters: LA JOLLA, California
CRD number: 108245
Registered since: August 25, 2000
Website: www.financialalternatives.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.04%
Individuals8.87%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Alternatives, Inc. is an independent registered investment adviser organized as a corporation and operating since 2000. The firm functions as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The adviser identifies as an active ESG investor and has been recognized by FA Magazine as a Top RIA Firm in 2020. The firm is privately owned and not classified as a newly formed adviser or a pension consultant. It describes itself as using external managers in its implementation rather than relying solely on in‑house pooled products.