Blankinship & Foster, LLC

Blankinship & Foster, LLC (CRD# 104795) is a financial advisory firm headquartered in Solana Beach, CA. They manage $780,366,425 in 1,001 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075
https://twitter.com/bfadvisors
By the Numbers
  • Total Assets Under Management
    780
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $779,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, OR

Financial Advisors at Blankinship & Foster, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jon Beyrer, financial advisor Solana Beach CA
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.

2
Frederick Brooks, financial advisor Solana Beach CA
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 25 years of experience in the finance industry.

3
Teresa Kakadelas, financial advisor Solana Beach CA
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.

4
Mengxi Ma, financial advisor Solana Beach CA
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.

5
Stefan Prvanov, financial advisor Solana Beach CA
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 26 years of experience in the finance industry.

6
Lanette Schmidt, financial advisor Solana Beach CA
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.

7
Mason Boren, financial advisor Solana Beach CA
Mason A. Boren
CRD#: 7256587
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Mason Boren (CRD# 7256587) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 3 years of experience in the finance industry.

8
Arley Gonzalez, financial advisor Solana Beach CA
Arley E. Gonzalez
CRD#: 6952863
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Arley Gonzalez (CRD# 6952863) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry.

9
Maria Wells, financial advisor Solana Beach CA
Maria E. Wells
CRD#: 5824310
420 Stevens Avenue, Suite 250, Solana Beach, CA 92075

Maria Wells (CRD# 5824310) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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