Financial Sense Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$812,718,595
Clients
588
Advisors
8
across 3 offices
About
Financial Sense Advisors, Inc. is a registered investment adviser serving individuals (including high-net-worth clients), retirement plans, trusts, and other entities, managing roughly $836 million for about 588 clients through a team of nine advisors. The firm provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting and participant account management, and advice on fee-based annuities and other investment vehicles.
The firm combines fundamental and technical analysis to implement client-directed investment objectives and offers strategies ranging from conservative fixed-income allocations to aggressive equity-focused portfolios; trading approaches include long- and short-term purchases, margin transactions, and option writing. FSA also provides retirement plan participant account management via a third‑party aggregation platform and delivers on-going reporting and periodic portfolio reviews.
What is distinctive about this advisor is its vertical integration: it operates a wholly owned broker‑dealer and licensed insurance agency, and several advisory personnel are registered representatives of that broker‑dealer, which executes PAM account trades and receives clearing and revenue-sharing arrangements. The firm’s use of derivatives and option-writing in managed accounts, its requirement that PAM accounts use the affiliated broker‑dealer, and the firm leadership’s substantial time spent in affiliated broker-dealer, insurance, and educational businesses are notable features relative to its peer group.
Client services
Expertise
Fee options
Fixed fees typically $1,500 to $5,000 (for financial planning and consulting)
$0 - $500,000: 1.30% $500,001 - $1,500,000: 0.85% $1,500,001 - $2,500,000: 0.80% $2,500,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$200 to $300 per hour (for financial planning and consulting)
Account minimum: $50,000 to $250,000 (negotiable) Fee-only: Fixed fees: $1,500 to $5,000; Hourly fees: $200 to $300 per hour
Main office
See office10920 Via Frontera, Suite 500
San Diego CA 92127
Advisors at this office
6
Offices (3)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Financial Sense Advisors, Inc. · Financial Sense Wealth Management · Puplava Financial Services Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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