Brian Caine
CSJ Wealth Management · Solana Beach, California
Brian Caine is a fee-only financial advisor at CSJ Wealth Management in Solana Beach, California. Brian focuses on estate & legacy planning and family wealth transfer. CSJ Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CSJ Wealth Management |
|---|---|
| Based in | Solana Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $71.4M across 57 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2753379 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.csjwealth.com |
| Profile |
How Brian's firm compares
- CSJ Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Brian
Is Brian Caine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and CSJ Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, CSJ Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Caine based?
Brian Caine is based in Solana Beach, California.
What does Brian specialize in?
Brian's specialties include estate & legacy planning and family wealth transfer. Brian works with multi-generational families.
Is Brian Caine registered with the SEC?
Yes. Brian Caine is registered as an investment adviser representative in CA (CRD 2753379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CSJ Wealth Management manage?
CSJ Wealth Management reports $71.4M across 57 accounts in assets under management.
How do I contact Brian Caine?
Through Brian's website, www.csjwealth.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
- CSJ Wealth Management 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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