# Leslie Merrithew

> Leslie Merrithew is a fee-only financial advisor at Merrithew & Thorsten in San Diego, California, who holds the CFP and EA credentials. Leslie charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/leslie-merrithew/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Merrithew & Thorsten
- **Based in:** San Diego, California
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $155.0M across 372 accounts
- **Credentials:** CFP, EA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4889902 (https://adviserinfo.sec.gov/individual/summary/4889902)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1992)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://fee-only-planner.com

## Frequently asked questions

### Is Leslie Merrithew a fee-only financial advisor?

Yes. Leslie Merrithew is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leslie's firm.

### How does Leslie charge for financial advice?

Leslie charges an ongoing planning fee.

### Where is Leslie Merrithew based?

Leslie Merrithew is based in San Diego, California.

### What does Leslie specialize in?

Leslie's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Leslie Merrithew hold?

Leslie Merrithew holds the CFP and EA credentials.

### Is Leslie Merrithew registered with the SEC?

Yes. Leslie Merrithew is registered as an investment adviser representative in CA (CRD 4889902), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Merrithew & Thorsten manage?

Merrithew & Thorsten reports $155.0M across 372 accounts in assets under management.

### How do I contact Leslie Merrithew?

Through Leslie's website, fee-only-planner.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1068): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fee-only-planner.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.