Bradley Nelson
Point Loma Advisors · San Diego, California
Bradley Nelson is a fee-only financial advisor at Point Loma Advisors in San Diego, California, who holds the CFP and MSEE credentials. Point Loma Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Point Loma Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.9M across 29 accounts |
| Credentials | CFP · MSEE |
| SEC registration | Investment adviser representative in CA · CRD 6764900 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pointlomaadvisors.com |
| Profile |
How Bradley's firm compares
- Point Loma Advisors's average account is about $342,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Bradley
Is Bradley Nelson a fee-only financial advisor?
Yes. Bradley Nelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bradley's firm.
How does Bradley charge for financial advice?
Bradley's firm, Point Loma Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Nelson based?
Bradley Nelson is based in San Diego, California.
What credentials does Bradley Nelson hold?
Bradley Nelson holds the CFP and MSEE credentials.
Is Bradley Nelson registered with the SEC?
Yes. Bradley Nelson is registered as an investment adviser representative in CA (CRD 6764900), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Point Loma Advisors manage?
Point Loma Advisors reports $9.9M across 29 accounts in assets under management.
How do I contact Bradley Nelson?
Through Bradley's website, pointlomaadvisors.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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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