Brad Duerks
Tidemark Financial Partners · San Diego, California
Brad Duerks is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California. Brad charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4397389 |
| Exams passed | Series 63 (2001) · Series 65 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
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Questions about Brad
Is Brad Duerks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Tidemark Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Brad charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Brad Duerks based?
Brad Duerks is based in San Diego, California.
What does Brad specialize in?
Brad's specialties include retirement planning, estate & legacy planning and flat-fee planning. Brad works with executives and tech employees.
Is Brad Duerks registered with the SEC?
Yes. Brad Duerks is registered as an investment adviser representative in CA and TX (CRD 4397389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Brad Duerks?
Through Brad's website, tidemarkfp.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
- Tidemark Financial Partners 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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