Leslie Merrithew
Merrithew & Thorsten · San Diego, California
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.
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Specialties
Facts
| Firm | Merrithew & Thorsten |
|---|---|
| Based in | San Diego, California |
| Fee model | Ongoing planning fee |
| Assets under management | $155.0M across 372 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 4889902 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | fee-only-planner.com |
How Leslie's firm compares
- Merrithew & Thorsten's average account is about $417,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about Leslie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Merrithew & Thorsten website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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