Clutinger Williams & Verhoye Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,341,830
Clients
90
Advisors
3
of 3 employees
About
Clutinger, Williams & Verhoye provides continuous investment management primarily for individual clients, including high‑net‑worth households, with a principal focus on portfolio construction and ongoing monitoring rather than broad financial planning. The firm delivers monthly account statements and a quarterly Economic and Market Outlook, and will perform financial planning on occasion at no additional charge.
Investment portfolios are constructed largely with individual stocks and bonds instead of mutual funds, ETFs, annuities, or wrap programs, and accounts are monitored daily. The firm typically accepts limited trading authority for a majority of accounts but can operate in an advisory‑only capacity if clients prefer to retain execution control.
While Clutinger, Williams & Verhoye operates as a fee‑only, AUM‑based registered investment adviser (a common model), its strong preference for individual securities over pooled vehicles is atypical among peers and may affect diversification and trading activity. The brochure discloses a firm‑level regulatory/disciplinary history while reporting no disciplinary history for the individual advisors, a distinction prospective clients should review as part of due diligence.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.50% $5,000,000 - $7,000,000: 0.40% $7,000,000 - $10,000,000: 0.35% $10,000,000+: Negotiable
Account minimum: $250,000.00 Fee-only: Fee-only advisor; no commissions or hidden fees
Main office
6398 Del Cerro Blvd, Ste 3
San Diego CA 92120-4761
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kent S
San Diego, CA
Clutinger Williams & Verhoye Inc
Kent Stone is a financial advisor with Clutinger, Williams & Verhoye Inc in San Diego, CA, holding 23 years of industry experience. He has been with the firm since 2008. Clutinger, Williams & Verhoye primarily serves individual clients, including high-net-worth households, focusing on portfolio construction and ongoing monitoring. The firm emphasizes the use of individual stocks and bonds in portfolios and provides regular reporting and occasional financial planning at no extra charge.
Takaya W
CFA®
San Diego, CA
Clutinger Williams & Verhoye Inc
Takaya Weckle is a CFA® charterholder affiliated with Clutinger, Williams & Verhoye Inc, with experience in the financial industry dating back to 2016. His prior roles include positions at Ascent Private Capital of US Bank, LPL Financial, and John Hancock Investment Management. Clutinger, Williams & Verhoye specializes in investment management for individual and high-net-worth clients, focusing primarily on constructing and monitoring portfolios composed mainly of individual stocks and bonds. The firm provides regular account reporting and an occasional financial planning service without additional fees.
Scott W
CFP®, CFA®, Series 63
San Diego, CA
Clutinger Williams & Verhoye Inc
Scott Williams is a CFP®, CFA®, and Series 63 credentialed financial advisor with 28 years of industry experience. He has been with Clutinger, Williams & Verhoye Inc in San Diego, CA since 1994. Clutinger, Williams & Verhoye provides continuous investment management primarily for individual clients, including high-net-worth households, focusing on portfolio construction and ongoing monitoring. The firm utilizes individual stocks and bonds rather than pooled investment vehicles and offers monthly statements along with a quarterly Economic and Market Outlook.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")