Joshua Simpson
Illumination Wealth Management · San Diego, California
Joshua Simpson is a fee-only financial advisor at Illumination Wealth Management in San Diego, California, who holds the ChFC credential. Joshua charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Real estate investors
- Executives
- Retirees
Facts
| Firm | Illumination Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $471.1M across 1,246 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, OR · CRD 7595065 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.illuminationwealth.com |
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Questions about Joshua
Is Joshua Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Illumination Wealth Management 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Joshua charge?
According to Illumination Wealth Management's website, checked October 30, 2026: ongoing planning from $18,000 a year.
Does Joshua work with clients virtually?
Yes. Illumination Wealth Management says on its website that it works with clients remotely.
Where is Joshua Simpson based?
Joshua Simpson is based in San Diego, California.
What does Joshua specialize in?
Joshua's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors, small business owners and equity compensation. Joshua works with founders, real estate investors, executives and retirees.
What credentials does Joshua Simpson hold?
Joshua Simpson holds the ChFC credential.
Is Joshua Simpson registered with the SEC?
Yes. Joshua Simpson is registered as an investment adviser representative in CA and OR (CRD 7595065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illumination Wealth Management manage?
Illumination Wealth Management reports $471.1M across 1,246 accounts in assets under management.
How do I contact Joshua Simpson?
Through Joshua's website, www.illuminationwealth.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
- Illumination 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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