Nautilus Advisors LLC

Nautilus Advisors LLC (CRD# 154169) is a financial advisory firm headquartered in San Diego, CA. They manage $116,003,106 in 356 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $325,851
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)
  • Publication of periodicals or newsletters
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, LA, TX

Financial Advisors at Nautilus Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Brenner
CRD#: 4458594
2550 Fifth Avenue, Suite 510, San Diego, CA 92103
106
Wealthminder
score

 

 

Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

 

 

 

I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis.  My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.  

 

 

2
Mark A. Halby
CRD#: 5536243
2550 Fifth Avenue, Suite 510, San Diego, CA 92103
96
Wealthminder
score

Mark Halby (CRD# 5536243) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 9 years of experience in the finance industry. Mark Halby 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
Joseph P. Matus
CRD#: 6618078
2550 Fifth Avenue, Suite 510, San Diego, CA 92103
90
Wealthminder
score

Joseph Matus (CRD# 6618078) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has 1 year of experience in the finance industry.

4
Michael S. Behner
CRD#: 3264037
2550 Fifth Avenue, Suite 510, San Diego, CA 92103
86
Wealthminder
score

Michael Behner (CRD# 3264037) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 18 years of experience in the finance industry. Michael Behner 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.