BLANKINSHIP & FOSTER, LLC

420 Stevens Avenue
Suite 250
Solana Beach, California 92075
Tel: 858-755-5166

About BLANKINSHIP & FOSTER, LLC

BLANKINSHIP & FOSTER, LLC, formally registered with the SEC as BLANKINSHIP & FOSTER, LLC. The firm was established in 07/01/1989. They have over 1 offices throughout the country.

BLANKINSHIP & FOSTER, LLC is a Solana Beach, California based Financial Planning firm with nearly $780,366,425 assets under management, offering retirement planning & investment advisory services to 1001 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104795
SEC#	801-35218
Assets Managed by Firm	$780,366,425
No. of Clients	1001
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1001	$780,366,425
Individuals (other than high net worth individuals)	92	$49,203,736
High net worth individuals	202	$691,652,545
Pension and profit sharing plans	Fewer than 5 clients	$866,910
Charitable organizations	8	$34,913,537
Corporations or other businesses	Fewer than 5 clients	$3,729,697

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