Joshua Iversen
Syzygy Financial · Irvine, California
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.
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Who they serve
- Retirees
Facts
| Firm | Syzygy Financial |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $776K across 11 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1876353 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.syzygyfinancial.com |
How Joshua's firm compares
- Syzygy Financial's average account is about $71,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Joshua
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.
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
- Syzygy Financial 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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