Inflection Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,032,134
Clients
130
Advisors
3
of 3 employees
About
Inflection Advisors works primarily with individual and high-net-worth clients and also accepts corporate and other business clients, offering comprehensive financial planning and discretionary portfolio management. The firm provides a range of planning services — including retirement planning, business planning, employee benefits optimization, and investment analysis — and facilitates insurance transactions through an affiliated insurance brokerage or contracted insurance agents.
The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, building diversified, low-cost portfolios using index mutual funds and ETFs with periodic rebalancing, and documenting client objectives in individualized investment policy statements. It also routinely recommends and monitors third‑party or sub‑advisers and uses Charles Schwab Institutional custody and reporting services as part of its implementation and administrative processes.
What distinguishes Inflection Advisors from many peers is its network of affiliated entities and cross-disciplinary services: it operates affiliated bookkeeping/corporate management and retirement/consulting businesses and refers or conducts insurance sales through an affiliated brokerage, and it offers employer-focused benefit and retirement planning that can function similarly to pension consulting. These affiliations and the firm’s practice of recommending outside managers and serving business clients make its service model less typical among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $8,000,000: 0.45% $8,000,001+: 0.35%
Insurance brokerage commissions and renewal payments when applicable; separate from advisory fees.
Fee-only: Ongoing financial planning fees billed monthly or quarterly in arrears; custom value-based pricing depending on scope of services; Reporting & Administrative Fee of $80 per account per year ($20 quarterly), waivable per account.
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 at Inflection Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors and Voya Financial Partners. Inflection Advisors serves individual and high-net-worth clients as well as corporate and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach focused on diversified, low-cost portfolios built with index funds and ETFs, and provides a range of planning services including retirement, business, and employee benefits planning.
Gregory K
CFP®, Series 66
Camarillo, CA
Inflection Advisors
Gregory Karis is a CFP® with 10 years of industry experience, currently serving as an advisor at Inflection Retirement Services. He has worked with Inflection Business Consulting Inc. since 2017 and previously held roles at MML Investors Services LLC and Massmutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Retirement Services advises qualified retirement plans and pension clients, focusing on participant-directed defined contribution arrangements such as 401(k), 403(b), and profit-sharing plans. The firm provides ERISA-focused fiduciary services including investment consulting, plan design review, and participant education, with an emphasis on long-term diversified asset allocation and passive index mutual fund evaluation.
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 three years of industry experience. She has worked with Inflection Advisors and its affiliated firm, Inflection Retirement Services, where she provides pension and qualified plan advisory services for businesses. Prior to her advisory roles, she was involved with the Cancer Support Community Valley Ventura Santa Barbara. Inflection Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm’s investment approach emphasizes low-cost, passive index ETFs and mutual funds, long-term buy-and-hold strategies, and periodic portfolio rebalancing.
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")