Autumn Vaughn
Satori Wealth Management · San Diego, California
Autumn Vaughn is a fee-only financial advisor at Satori Wealth Management in San Diego, California, who holds the CFP credential. Satori Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Satori Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $74.7M across 127 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7688030 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.satoriwealth.com |
How Autumn's firm compares
- Satori Wealth Management's average account is about $588,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Autumn
Is Autumn Vaughn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Autumn holds no broker registration, and Satori Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Autumn charge for financial advice?
Autumn's firm, Satori Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Autumn Vaughn based?
Autumn Vaughn is based in San Diego, California.
What credentials does Autumn Vaughn hold?
Autumn Vaughn holds the CFP credential.
Is Autumn Vaughn registered with the SEC?
Yes. Autumn Vaughn is registered as an investment adviser representative in CA (CRD 7688030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Satori Wealth Management manage?
Satori Wealth Management reports $74.7M across 127 accounts in assets under management.
How do I contact Autumn Vaughn?
Through Autumn's website, www.satoriwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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