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ADVICEONLY

SAN DIEGO, CA · CRD 334039 · IAPD ↗ · adviceonly.com · (619) 374- 2261

$0Regulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — ADVICEONLY added office(s): 5 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2026 — ADVICE ONLY is now doing business as ADVICEONLY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2026 — ADVICE ONLY (SAN DIEGO, CA) is newly SEC-registered with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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