Blankinship & Foster, LLC

Blankinship & Foster, LLC (CRD# 104795) is a financial advisory firm headquartered in Solana Beach, CA. They manage $602,469,568 in 872 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    602
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $690,905
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, OR, TX

Financial Advisors at Blankinship & Foster, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jon P. Beyrer
CRD#: 4774761
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Jon Beyrer (CRD# 4774761) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Jon Beyrer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Frederick V. Brooks
CRD#: 3157903
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Frederick Brooks (CRD# 3157903) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 21 years of experience in the finance industry. Frederick Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Teresa A. Kakadelas
CRD#: 3225090
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Teresa Kakadelas (CRD# 3225090) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Teresa Kakadelas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mengxi M. Ma
CRD#: 5734515
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Mengxi Ma (CRD# 5734515) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Mengxi Ma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tina L. Pagan
CRD#: 6918126
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Tina Pagan (CRD# 6918126) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Tina Pagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Stefan Prvanov
CRD#: 3000743
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Stefan Prvanov (CRD# 3000743) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 22 years of experience in the finance industry. Stefan Prvanov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lanette K. Schmidt
CRD#: 2967564
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Lanette Schmidt (CRD# 2967564) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Lanette Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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