John Lacey
Pacific Point Wealth Management · Carlsbad, California
John Lacey is a fee-only financial advisor at Pacific Point Wealth Management in Carlsbad, California, who holds the CFP credential. John charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Pacific Point Wealth Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $6.4M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1264017 |
| Exams passed | Series 63 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | pacificpointwealthmanagement.com |
| Profile |
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Questions about John
Is John Lacey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Pacific Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Lacey based?
John Lacey is based in Carlsbad, California.
What does John specialize in?
John's specialties include retirement planning and estate & legacy planning. John works with early-career professionals.
What credentials does John Lacey hold?
John Lacey holds the CFP credential.
Is John Lacey registered with the SEC?
Yes. John Lacey is registered as an investment adviser representative in CA (CRD 1264017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Point Wealth Management manage?
Pacific Point Wealth Management reports $6.4M across 35 accounts in assets under management.
How do I contact John Lacey?
Through John's website, pacificpointwealthmanagement.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
- Pacific Point 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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