Patricia Patterson
Premier Financial Planning · San Diego, California
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.
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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 | $56.7M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1037506 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myplanner.cc |
How Patricia's firm compares
- Premier Financial Planning's average account is about $397,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Patricia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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
- 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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