# Patricia Patterson

> Patricia Patterson is a fee-only financial advisor at Premier Financial Planning in San Diego, California, who holds the CFP credential. Premier Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patricia-patterson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Premier Financial Planning
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $56.7M across 143 accounts
- **Credentials:** CFP
- **CRD:** 1037506 (https://adviserinfo.sec.gov/individual/summary/1037506)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.myplanner.cc

## Frequently asked questions

### Is Patricia Patterson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Premier Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patricia charge for financial advice?

Patricia's firm, Premier Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patricia Patterson based?

Patricia Patterson is based in San Diego, California.

### What credentials does Patricia Patterson hold?

Patricia Patterson holds the CFP credential.

### Is Patricia Patterson registered with the SEC?

Yes. Patricia Patterson is registered as an investment adviser representative in CA and TX (CRD 1037506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Premier Financial Planning manage?

Premier Financial Planning reports $56.7M across 143 accounts in assets under management.

### How do I contact Patricia Patterson?

Through Patricia's website, www.myplanner.cc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1037506): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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