Wesley Read
PracticeCFO · San Diego, California
Wesley Read is a fee-only financial advisor at PracticeCFO in San Diego, California, who holds the CFP credential. Wesley focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.
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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, TX · CRD 5428523 |
| Exams passed | Series 65 (2007) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
| Profile |
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Questions about Wesley
Is Wesley Read a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley 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 Wesley charge for financial advice?
Wesley's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wesley Read based?
Wesley Read is based in San Diego, California.
What does Wesley specialize in?
Wesley's specialties include physicians & residents, small business owners, tax planning and retirement planning. Wesley works with physicians.
What credentials does Wesley Read hold?
Wesley Read holds the CFP credential.
Is Wesley Read registered with the SEC?
Yes. Wesley Read is registered as an investment adviser representative in CA and TX (CRD 5428523), 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 Wesley Read?
Through Wesley'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.
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