Financial Alternatives, Inc.
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 108245
- Registered since
- August 25, 2000
- 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
FINTRXOverview
Financial Alternatives, Inc. is an independent, corporation-style registered investment adviser that has been SEC-registered since 2000. The firm operates as a capital allocator for both individual & family and institutional clients, offering a mix of portfolio management, financial planning, and third‑party manager selection. Fee arrangements include AUM‑based fees as well as hourly and fixed-fee engagements. The firm notes active ESG investing as part of its process and was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds70%
- Private Funds20%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$183M in ETFs
45%
$82.1M
55%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $37M | 834,859 | 20.21% |
Location
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, 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
- 7825 Fay Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Jet Wealth Advisors
RIALa Jolla, CA
Frontier Global Partners LLC
RIALa Jolla, CA
Torreyana Capital
RIALa Jolla, CA
Syrios Wealth Management Group
RIALa Jolla, CA
Castle Coast Wealth, LLC
RIALa Jolla, CA
Canter Wealth
RIALa Jolla, CA