Leslie Merrithew, NAPFA-RA, Paladin 5 Star Advisor, CFP®

San Diego, California, 92131
advisor

Member Since 2004

Fee-Only Planning with no conflict of interest. Our firm is registered as an Investment Advisor with the S.E.C. We make a Fiduciary pledge to our clients. No commissions are ever paid by our clients. We engage in Comprehensive Financial Planning and Asset Management for a retainer only.
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My Location

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 Background Information

  • Years of Financial Experience

    • 30

  • Education

    • San Diego State (BS)
    • College for Financial Planning (CFP)

  • Certifications and Designations

    • NAPFA-RA
    • Paladin 5 Star Advisor
    • EA
    • CFP®

  • Association Memberships

    • National Asociation of Personal Financial Adv
    • Financial Planning Association
    • National Association of Enrolled Agents
    • National Association of Tax Prepairers

  • Methods of Compensation

    • Financial Planning: Fixed fee
    • Investment Services: Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Shareholders Service Group

  • Types of Financial Reports

    • Performance Report (Annually)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)
    • Other

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 133563
    • Securities Registrations: We are a Fee-Only RIA Firm registered by the S.E.C
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Merrithew & Thorsten, Inc.
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • California

  • Firm Disclosures

    • We Are Fee-Only and do not work or sell for any brokerage.

  • Additional Disclosure(s)

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Cash flow and budget review. We are also

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Investment services are only considered on portfolios of $100,000 or greater.

  • Investment Products

    • Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Equity, Mortgages, Limited Partnerships, All Securities are available to our clients

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Property & Casualty, Business, We advise on a fee-only basis

  • Tax Advice & Services

    • Tax Clients: Individuals & Families, Businesses, Corporate
    • Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, We have a staff bookkeeper that bills seperately
 
Contact Leslie
 
Visit Website - http://www.fee-only-planner.com

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Other

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax