Firm
Pacific Investment Research
Cupertino, California
Fee-only
Pacific Investment Research at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 89 individual clients, 49 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 89 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Cupertino, California |
|---|---|
| Website | pacificinvestmentresearch.com |
| [email protected] | |
| Phone | (408) 217-6888 |
Pacific Investment Research fees
Pacific Investment Research doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $150 million |
| Individual clients | 40 |
| High-net-worth clients | 49 |
| Accounts managed | 89 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-64529) |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 132063 |