Daniel Vistica
Vistica Wealth Advisors · Carlsbad, California
Daniel Vistica is a fee-only financial advisor at Vistica Wealth Advisors in Carlsbad, California. Daniel charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,500 a year and one-time plans from $3,500) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Vistica Wealth Advisors |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,500 a year · One-time plans from $3,500 · $325 an hour · 0.25%–1% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $260.1M across 404 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6459720 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.visticawa.com |
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Questions about Daniel
Is Daniel Vistica a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Vistica Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Daniel charge?
According to Vistica Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,500 a year; one-time plans from $3,500; $325 an hour; 0.25%–1% a year of assets managed.
Does Daniel work with clients virtually?
Yes. Vistica Wealth Advisors says on its website that it works with clients remotely.
Where is Daniel Vistica based?
Daniel Vistica is based in Carlsbad, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, small business owners and family wealth transfer. Daniel works with founders, executives, physicians and retirees.
Is Daniel Vistica registered with the SEC?
Yes. Daniel Vistica is registered as an investment adviser representative in CA and TX (CRD 6459720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vistica Wealth Advisors manage?
Vistica Wealth Advisors reports $260.1M across 404 accounts in assets under management.
How do I contact Daniel Vistica?
Through Daniel's website, www.visticawa.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
- Vistica Wealth Advisors 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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