Blankinship & Foster Review


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Blankinship & Foster, registered in 1989, serves 4 state(s) with a licensed staff of 7 advisors. Blankinship & Foster manages $786.5 million and provides investment advisory services for 298 clients (1:43 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $1,000,000
Average Client Balance $2,639,232
Total AUM $786.5 million
Fee Range AUM fees range from 0.5%-1.0% depending on the account balance. Please contact us for more details.
Advisor / Client Ratio 1:43
Languages Offered English, Mandarin
Specialities Retirees, Women Professionals, Recently Divorced, Single Parents
Website Visit Site
Phone Number 585-755-5166
Headquarters Solana Beach, CA
Locations See locations
Facebook Visit Profile
Twitter bfadvisors
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #104795

Investment Philosophy

Blankinship & Foster is an independent, Fee-Only wealth management firm in San Diego. We are fiduciaries, committed to act in our clients’ best interest. Our thoughtful and experienced team of advisors help you make smart decisions across a broad spectrum of matters. We’ve been helping clients successfully transition into retirement and navigate life events for over 30 years.

Disciplinary Questions

After checking the disciplinary records of Blankinship & Foster, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of Blankinship & Foster, our system has identified the following question(s) to ask. Learn more.

Does Blankinship & Foster offer mutual funds that have 12b-1 fees?

12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Some firms receive these fees as payments, which creates an incentive to promote them.

Which securities does Blankinship & Foster trade for itself that it will also be recommending to me?

Blankinship & Foster has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.

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Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Blankinship & Foster:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


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This automated report was generated using SEC and FINRA data and was last updated on June 16th, 2022*. For data support, email "". Views: 445 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

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