Damon Robertson
Financial Alternatives · La Jolla, California
Damon Robertson is a fee-only financial advisor at Financial Alternatives in La Jolla, California, who holds the CFP credential. Financial Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Alternatives |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $614.8M across 1,258 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6690782 |
| Exams passed | Series 63 (2016) · Series 66 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | essentialplanners.com |
How Damon's firm compares
- Financial Alternatives's average account is about $489,000, from its Form ADV (assets managed divided by 1,258 accounts).
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Questions about Damon
Is Damon Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Damon holds no broker registration, and Financial Alternatives reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Damon charge for financial advice?
Damon's firm, Financial Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Damon Robertson based?
Damon Robertson is based in La Jolla, California.
What credentials does Damon Robertson hold?
Damon Robertson holds the CFP credential.
Is Damon Robertson registered with the SEC?
Yes. Damon Robertson is registered as an investment adviser representative in CA and TX (CRD 6690782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Alternatives manage?
Financial Alternatives reports $614.8M across 1,258 accounts in assets under management.
How do I contact Damon Robertson?
Through Damon's website, essentialplanners.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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