Beverly Patton
Syrios Wealth Management Group · La Jolla, California
Beverly Patton is a fee-only financial advisor at Syrios Wealth Management Group in La Jolla, California. Beverly focuses on retirement planning, estate & legacy planning and tax planning. Syrios Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Syrios Wealth Management Group |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $424.6M across 582 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5235638 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.syrioswmg.com |
How Beverly's firm compares
- Syrios Wealth Management Group's average account is about $730,000, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Beverly
Is Beverly Patton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beverly holds no broker registration, and Syrios Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beverly charge for financial advice?
Beverly's firm, Syrios Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Beverly Patton based?
Beverly Patton is based in La Jolla, California.
What does Beverly specialize in?
Beverly's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and pension planning. Beverly works with retirees.
Is Beverly Patton registered with the SEC?
Yes. Beverly Patton is registered as an investment adviser representative in CA (CRD 5235638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Syrios Wealth Management Group manage?
Syrios Wealth Management Group reports $424.6M across 582 accounts in assets under management.
How do I contact Beverly Patton?
Through Beverly's website, www.syrioswmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Syrios Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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