Laura Mertz
Blankinship & Foster · Solana Beach, California
Laura Mertz is a fee-only financial advisor at Blankinship & Foster in Solana Beach, California, who holds the CFP credential. Blankinship & Foster reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blankinship & Foster |
|---|---|
| Based in | Solana Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $939.5M across 996 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8126866 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.bfadvisors.com |
How Laura's firm compares
- Blankinship & Foster's average account is about $943,000, from its Form ADV (assets managed divided by 996 accounts).
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Questions about Laura
Is Laura Mertz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Blankinship & Foster reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, Blankinship & Foster, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laura Mertz based?
Laura Mertz is based in Solana Beach, California.
What credentials does Laura Mertz hold?
Laura Mertz holds the CFP credential.
Is Laura Mertz registered with the SEC?
Yes. Laura Mertz is registered as an investment adviser representative in CA (CRD 8126866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blankinship & Foster manage?
Blankinship & Foster reports $939.5M across 996 accounts in assets under management.
How do I contact Laura Mertz?
Through Laura's website, www.bfadvisors.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
- 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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