Juan Aguilar
Pathview Wealth Advisors · San Diego, California
Juan Aguilar is a fee-only financial advisor at Pathview Wealth Advisors in San Diego, California, who holds the CFP credential. Pathview Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pathview Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $583.0M across 1,278 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5818257 |
| Exams passed | Series 63 (2010) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pvwadvisors.com/m/blog |
How Juan's firm compares
- Pathview Wealth Advisors's average account is about $456,000, from its Form ADV (assets managed divided by 1,278 accounts).
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Questions about Juan
Is Juan Aguilar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Pathview Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Pathview Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Juan Aguilar based?
Juan Aguilar is based in San Diego, California.
What credentials does Juan Aguilar hold?
Juan Aguilar holds the CFP credential.
Is Juan Aguilar registered with the SEC?
Yes. Juan Aguilar is registered as an investment adviser representative in CA (CRD 5818257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathview Wealth Advisors manage?
Pathview Wealth Advisors reports $583.0M across 1,278 accounts in assets under management.
How do I contact Juan Aguilar?
Through Juan's website, pvwadvisors.com/m/blog.
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
- 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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