# Joshua Iversen

> Joshua Iversen is a fee-only financial advisor at Syzygy Financial in Irvine, California. Syzygy Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-iversen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Syzygy Financial
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $776K across 11 accounts
- **Works with:** Retirees
- **CRD:** 1876353 (https://adviserinfo.sec.gov/individual/summary/1876353)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1993)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.syzygyfinancial.com

## Frequently asked questions

### Is Joshua Iversen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Syzygy Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Syzygy Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joshua Iversen based?

Joshua Iversen is based in Irvine, California.

### Is Joshua Iversen registered with the SEC?

Yes. Joshua Iversen is registered as an investment adviser representative in CA (CRD 1876353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Syzygy Financial manage?

Syzygy Financial reports $776K across 11 accounts in assets under management.

### How do I contact Joshua Iversen?

Through Joshua's website, www.syzygyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1876353): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.syzygyfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.