John Weinstein
Decision Investments · San Diego, California
John Weinstein is a fee-only financial advisor at Decision Investments in San Diego, California. John charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on sustainable & impact investing.
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Specialties
Facts
| Firm | Decision Investments |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $154.9M across 324 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3082574 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.decisioninvestments.com |
| Profile |
How John's firm compares
- Decision Investments's average account is about $478,000, from its Form ADV (assets managed divided by 324 accounts).
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Questions about John
Is John Weinstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Decision Investments 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.
How much does John charge?
According to Decision Investments's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is John Weinstein based?
John Weinstein is based in San Diego, California.
What does John specialize in?
John's specialties include sustainable & impact investing.
Is John Weinstein registered with the SEC?
Yes. John Weinstein is registered as an investment adviser representative in CA (CRD 3082574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decision Investments manage?
Decision Investments reports $154.9M across 324 accounts in assets under management.
How do I contact John Weinstein?
Through John's website, www.decisioninvestments.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
- Decision Investments 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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