Mengxi Monica Ma
Blankinship & Foster, LLC · Solana Beach, California
Mengxi Monica Ma is a fee-only financial advisor at Blankinship & Foster, LLC in Solana Beach, California, who holds the CFA, CFP and CSA credentials. Blankinship & Foster, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mengxi Monica →
Facts
| Firm | Blankinship & Foster, LLC |
|---|---|
| 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 | CFA · CFP · CSA |
| SEC registration | Investment adviser representative in CA, OR · CRD 5734515 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | bfadvisors.com |
| Profile |
How Mengxi Monica's firm compares
- Blankinship & Foster, LLC's average account is about $943,000, from its Form ADV (assets managed divided by 996 accounts).
Request an introduction to Mengxi Monica
Tell Mengxi Monica a little about what you're looking for. Mengxi Monica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mengxi Monica
Is Mengxi Monica Ma a fee-only financial advisor?
Yes. Mengxi Monica Ma 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 Mengxi Monica's firm.
How does Mengxi Monica charge for financial advice?
Mengxi Monica's firm, Blankinship & Foster, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mengxi Monica Ma based?
Mengxi Monica Ma is based in Solana Beach, California.
What credentials does Mengxi Monica Ma hold?
Mengxi Monica Ma holds the CFA, CFP and CSA credentials.
Is Mengxi Monica Ma registered with the SEC?
Yes. Mengxi Monica Ma is registered as an investment adviser representative in CA and OR (CRD 5734515), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Blankinship & Foster, LLC manage?
Blankinship & Foster, LLC reports $939.5M across 996 accounts in assets under management.
How do I contact Mengxi Monica Ma?
Through Mengxi Monica's website, bfadvisors.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
- 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.
See something wrong? Request a correction. Read our methodology.