About Firm
Blankinship & Foster, LLC is an independent, nationally recognized, fee-only wealth management firm in Solana Beach, CA. They provide integrated financial planning and investment management to individuals and families. Blankinship & Foster specializes in working with physicians, retirees, and professionals planning for retirement. Their firm culture and core values are based on being thoughtful and caring, doing what is right, working together to find solutions, and constantly seeking to learn, grow, and improve. Their unique wealth management process helps clients organize and clarify their personal finances to achieve peace of mind. Clients have benefited from this objective forthright advice for 50 years.
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Summary
Assets Under Management: $845 M
Median Account Size: $2.75 million
Number of Clients: 307
Number of Advisors: 7