Qualified Planning

Qualified Planning (CRD# 152546) is a financial advisory firm headquartered in San Diego, CA. They manage $26,600,000 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $101,141
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, OH, PA

Financial Advisors at Qualified Planning
Showing 1 - 8 of 8 top financial advisors.
1
Samuel H. Abraham
CRD#: 6029665
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108
96
Wealthminder
score

Samuel Abraham (CRD# 6029665) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 6 years of experience in the finance industry. Samuel Abraham 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
Brett W. Davey
CRD#: 4983275
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108
96
Wealthminder
score

Brett Davey (CRD# 4983275) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 8 years of experience in the finance industry. Brett Davey 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
David A. Sprenger
CRD#: 3189341
2341 5th Ave, San Diego, CA 92101
96
Wealthminder
score

David Sprenger (CRD# 3189341) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 14 years of experience in the finance industry.

4
Jesse J. Lipscomb
CRD#: 4353680
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108
93
Wealthminder
score

Jesse Lipscomb (CRD# 4353680) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 17 years of experience in the finance industry.

5
Nicole M. Middleton
CRD#: 6534839
Oakland, CA
89
Wealthminder
score

Nicole Middleton (CRD# 6534839) is an Investment Advisor Representative working at Qualified Planning in Oakland, CA and has over 2 years of experience in the finance industry.

6
Josef Cura
CRD#: 6456697
Seal Beach, CA
87
Wealthminder
score

Josef Cura (CRD# 6456697) is an Investment Advisor Representative working at Qualified Planning in Seal Beach, CA and has 1 year of experience in the finance industry.

7
James R. Rukstalis
CRD#: 6736220
2005 De La Cruz Blvd #131, Santa Clara, CA 95050
78
Wealthminder
score

James Rukstalis (CRD# 6736220) is an Investment Advisor Representative working at Qualified Planning in Santa Clara, CA and has 1 year of experience in the finance industry.

8
Arslan B. Bahler
CRD#: 6903770
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108
75
Wealthminder
score

Arslan Bahler (CRD# 6903770) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has 1 year of experience in the finance industry.

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