Firm
Decision Investments
San Diego, California
Fee-only
Decision Investments at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 135 individual clients, 49 of them high net worth.
- Its average account is about $478,000 (assets it manages divided by its 324 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | decisioninvestments.com |
| [email protected] | |
| Phone | (858) 812-3026 |
Decision Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$100k – 500k 1.50%" source
"If your account grows, we get a raise. If your account shrinks so does our paycheck" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $155 million |
| Individual clients | 86 |
| High-net-worth clients | 49 |
| Accounts managed | 324 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132048) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 145073 |