Brett Lathrup
Blankinship & Foster · Solana Beach, California
Brett Lathrup is a fee-only financial advisor at Blankinship & Foster in Solana Beach, California, who holds the CFP credential. Blankinship & Foster reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blankinship & Foster |
|---|---|
| Based in | Solana Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $939.5M across 996 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR · CRD 6554106 |
| Exams passed | Series 63 (2016) · Series 65 (2015) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.bfadvisors.com |
How Brett's firm compares
- Blankinship & Foster's average account is about $943,000, from its Form ADV (assets managed divided by 996 accounts).
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Questions about Brett
Is Brett Lathrup a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Blankinship & Foster reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Blankinship & Foster, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Lathrup based?
Brett Lathrup is based in Solana Beach, California.
What credentials does Brett Lathrup hold?
Brett Lathrup holds the CFP credential.
Is Brett Lathrup registered with the SEC?
Yes. Brett Lathrup is registered as an investment adviser representative in CA and OR (CRD 6554106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blankinship & Foster manage?
Blankinship & Foster reports $939.5M across 996 accounts in assets under management.
How do I contact Brett Lathrup?
Through Brett's website, www.bfadvisors.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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