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FINANCIAL SENSE ADVISORS, INC.

SAN DIEGO, CA · CRD 111090 · IAPD ↗ · financialsensewealth.com · 858-487-3939

$835.6MRegulatory AUM
8Advisory reps
11Employees
0Clients
11-25Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — FINANCIAL SENSE ADVISORS, INC. now reports custody of client assets ($543.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
January 2025 — FINANCIAL SENSE ADVISORS, INC. notice-filed in AZ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — FINANCIAL SENSE ADVISORS, INC. changed its website from financialsense.com to financialsensewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2024 — FINANCIAL SENSE ADVISORS, INC. notice-filed in IA, IN, MS, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — FINANCIAL SENSE ADVISORS, INC. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.