Philip Maravilla
PracticeCFO · San Diego, California
Philip Maravilla is a fee-only financial advisor at PracticeCFO in San Diego, California, who holds the CFP credential. Philip focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Philip →
Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6667396 |
| Exams passed | Series 65 (2016) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
| Profile |
Request an introduction to Philip
Tell Philip a little about what you're looking for. Philip 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 Philip
Is Philip Maravilla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and PracticeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Maravilla based?
Philip Maravilla is based in San Diego, California.
What does Philip specialize in?
Philip's specialties include physicians & residents, small business owners, tax planning and retirement planning. Philip works with physicians.
What credentials does Philip Maravilla hold?
Philip Maravilla holds the CFP credential.
Is Philip Maravilla registered with the SEC?
Yes. Philip Maravilla is registered as an investment adviser representative in CA (CRD 6667396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PracticeCFO manage?
PracticeCFO reports $401.6M across 1,078 accounts in assets under management.
How do I contact Philip Maravilla?
Through Philip's website, www.practicecfo.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
- PracticeCFO 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.
See something wrong? Request a correction. Read our methodology.