Mary Van Nostrand
Van Nostrand Wealth Management · San Diego, California
Mary Van Nostrand is a fee-only financial advisor at Van Nostrand Wealth Management in San Diego, California, who holds the CFP credential. Mary charges a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Van Nostrand Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $60.1M across 153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1300289 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vnwealth.com |
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Questions about Mary
Is Mary Van Nostrand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Van Nostrand Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary charges a flat fee or retainer.
Does Mary work with clients virtually?
Yes. Van Nostrand Wealth Management says on its website that it works with clients remotely.
Where is Mary Van Nostrand based?
Mary Van Nostrand is based in San Diego, California.
What does Mary specialize in?
Mary's specialties include retirement planning, tax planning and estate & legacy planning. Mary works with retirees, pre-retirees and early-career professionals.
What credentials does Mary Van Nostrand hold?
Mary Van Nostrand holds the CFP credential.
Is Mary Van Nostrand registered with the SEC?
Yes. Mary Van Nostrand is registered as an investment adviser representative in CA and TX (CRD 1300289), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Van Nostrand Wealth Management manage?
Van Nostrand Wealth Management reports $60.1M across 153 accounts in assets under management.
How do I contact Mary Van Nostrand?
Through Mary's website, www.vnwealth.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
- Van Nostrand Wealth Management 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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