Joshua Stipcich
Tidemark Financial Partners · San Diego, California
Joshua Stipcich is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California. Joshua charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5177834 |
| Exams passed | Series 63 (2006) · Series 66 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
| Profile |
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Questions about Joshua
Is Joshua Stipcich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Tidemark Financial Partners 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, a percentage of assets and an ongoing planning fee.
How much does Joshua charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Joshua Stipcich based?
Joshua Stipcich is based in San Diego, California.
What does Joshua specialize in?
Joshua's specialties include retirement planning, estate & legacy planning and flat-fee planning. Joshua works with executives and tech employees.
Is Joshua Stipcich registered with the SEC?
Yes. Joshua Stipcich is registered as an investment adviser representative in CA and TX (CRD 5177834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Joshua Stipcich?
Through Joshua's website, tidemarkfp.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
- Tidemark Financial Partners 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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