Brandon Thorsten
Merrithew & Thorsten · San Diego, California
Brandon Thorsten is a fee-only financial advisor at Merrithew & Thorsten in San Diego, California, who holds the CFP credential. Merrithew & Thorsten reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Merrithew & Thorsten |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $155.0M across 372 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2731216 |
| Exams passed | Series 63 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fee-only-planner.com |
How Brandon's firm compares
- Merrithew & Thorsten's average account is about $417,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about Brandon
Is Brandon Thorsten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Merrithew & Thorsten reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Merrithew & Thorsten, reports charging a percentage of assets on its SEC Form ADV.
Where is Brandon Thorsten based?
Brandon Thorsten is based in San Diego, California.
What credentials does Brandon Thorsten hold?
Brandon Thorsten holds the CFP credential.
Is Brandon Thorsten registered with the SEC?
Yes. Brandon Thorsten is registered as an investment adviser representative in CA and TX (CRD 2731216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merrithew & Thorsten manage?
Merrithew & Thorsten reports $155.0M across 372 accounts in assets under management.
How do I contact Brandon Thorsten?
Through Brandon's website, www.fee-only-planner.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
- 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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