Inflection Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inflection Advisors provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), corporations, pension and profit‑sharing plans, and charitable organizations. Services include discretionary portfolio management, ongoing and project‑based financial planning, and recommendations of third‑party managers when appropriate.
The firm follows a Modern Portfolio Theory asset‑allocation approach, building diversified, low‑cost portfolios primarily from index ETFs and mutual funds with a long‑term, buy‑and‑hold orientation and periodic rebalancing. It creates client‑specific investment policy statements, uses Charles Schwab as its custodian, and integrates online planning tools and coordination with clients’ other professionals for ongoing reviews.
Inflection Advisors is structured with multiple affiliated businesses: an affiliated registered investment adviser, Inflection Retirement Services, advises corporate retirement plans exclusively, an affiliated management company provides bookkeeping and business services, and the firm refers or arranges insurance sales through an affiliated insurance brokerage while certain advisors are licensed to sell insurance (insurance activities account for roughly 5% of the CEO’s time). These cross‑entity relationships and the routine referral or coordination across individual wealth management, retirement‑plan consulting and insurance distribution are disclosed in the brochure and noted as potential conflicts of interest to be managed.
Client services
Expertise
Occupation focus
Fee options
Customized, value-based pricing for ongoing financial planning paid monthly or quarterly, specific amounts depend on scope of services.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $8,000,000: 0.45% $8,000,001+: 0.35%
Ongoing financial planning fees paid monthly or quarterly in arrears; fee amounts based on service level and scope, and clients can terminate at any time.
Main office
1203 Flynn Rd, Unit 140
Camarillo CA 93012
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Inflection Advisors · Inflection Business Consulting Inc. · Inflection Wealth LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
Advisors at this firm
Don I
Series 63, Series 65
Camarillo, CA
Inflection Advisors
Don Ivey is a financial advisor with Inflection Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Dimensional Fund Advisors and Voya Financial Partners prior to joining Inflection Advisors and Inflection Retirement Services in 2022. Inflection Advisors provides investment management and comprehensive financial planning to individuals, corporations, pension plans, and charitable organizations. The firm uses a Modern Portfolio Theory-based approach, constructing diversified, low-cost portfolios primarily from index ETFs and mutual funds with a long-term, buy-and-hold strategy and periodic rebalancing.
Gregory K
CFP®, Series 66
Camarillo, CA
Inflection Advisors
Gregory Karis is a CFP® professional with 11 years of industry experience, currently serving at Inflection Advisors. He has held roles at Inflection Management LLC, Inflection Retirement Services, and Inflection Business Consulting Inc. prior to joining Inflection Advisors. In addition to his advisory work, Karis is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Advisors offers investment management and comprehensive financial planning to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a Modern Portfolio Theory approach with diversified, low-cost portfolios primarily consisting of index ETFs and mutual funds, complemented by tailored investment policy statements and coordination with clients’ other professionals.
Katia K
Series 65
Camarillo, CA
Inflection Advisors
Katia Kin is a financial advisor with Inflection Advisors in Camarillo, CA, holding a Series 65 designation and four years of industry experience. She also provides pension and qualified plan advisory services through Inflection Retirement Services. Inflection Advisors offers investment management and comprehensive financial planning to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a Modern Portfolio Theory asset-allocation approach, focusing on diversified, low-cost portfolios with a long-term, buy-and-hold strategy.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)