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BLANKINSHIP & FOSTER, LLC

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

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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 StatusApproved
Firm CRD#104795
SEC#801-35218
Assets Managed by Firm$780,366,425
No. of Clients1001
No. of Advisors16

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 ClientsAUM
Firm Total1001$780,366,425
Individuals (other than high net worth individuals)92$49,203,736
High net worth individuals202$691,652,545
Pension and profit sharing plansFewer than 5 clients$866,910
Charitable organizations8$34,913,537
Corporations or other businessesFewer than 5 clients$3,729,697

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