McNaughton Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McNaughton Wealth Management serves individuals — including high-net-worth clients — as well as trusts, pension plans and business entities, managing roughly $291.6 million for about 240 clients through a three-advisor team. The firm provides discretionary asset management, comprehensive portfolio management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers.
The firm tailors portfolios to client goals and risk tolerances using fundamental analysis and ongoing monitoring, typically employing allocations across stocks, bonds, ETFs, mutual funds and alternative investments with periodic rebalancing. It also uses a range of strategies — including options, margin and short sales when appropriate — and conducts due diligence on third-party managers as part of its service model.
Noteworthy in the brochure are the firm’s insurance-related activities: representatives are licensed insurance agents, McNaughton uses the DPL Financial Partners platform to facilitate commission-free insurance products, and the firm may recommend insurance and annuity products and receive related compensation from carriers. The brochure further discloses a breadth of corporate and tax advisory services (including cost segregation studies and real estate analysis) and explicitly clarifies that the firm does not offer or sponsor a wrap fee program.
Client services
Expertise
Fee options
Flat annual fees for Financial Planning and Consulting up to $20,000 per year; Retirement Plan Consulting flat fees range from $750 to $10,000 per year
$0+: up to 1.50% annually $0+: up to 2.00% annually (Comprehensive Portfolio Management) $0+: up to 1.00% annually (Retirement Plan Consulting, percentage-based fee on Plan assets) $0+: up to 3.00% annually (Referrals to Third Party Money Managers)
Up to $250 per hour for Retirement Plan Consulting services
Fee-only: Flat fees for Financial Planning and Consulting not to exceed $20,000 per year; Retirement Plan Consulting flat fees range from $750 to $10,000 per year; Hourly fees up to $250 per hour
Main office
3655 Nobel Drive, Suite 490
San Diego CA 92122
Advisors at this office
4
Most active in
Arizona · California · Texas · Washington
Also doing business as
Double Peak Financial, LLC · Mcnaughton Wealth Management · Mcnaughton Wealth Management, 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.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Halle C
Series 65
San Diego, CA
McNaughton Wealth Management, LLC
Halle Carter is a Series 65 credentialed advisor at McNaughton Wealth Management, LLC with one year of industry experience. Prior to joining McNaughton Wealth Management, she spent two years with MacLean Capital Advisors, LLC and four years at UC Davis C-STEM. Before entering the financial industry, she worked in education for five years. McNaughton Wealth Management serves individuals, including high-net-worth clients, as well as trusts, pension plans, and business entities. The firm provides discretionary asset management and comprehensive portfolio management, tailoring portfolios through fundamental analysis and ongoing monitoring across a range of asset classes and strategies.
Patrick M
Series 66
San Diego, CA
McNaughton Wealth Management, LLC
Patrick McNaughton is a financial advisor at McNaughton Wealth Management, LLC in San Diego, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. In addition to his advisory role, he is licensed as an insurance agent and engages in insurance planning. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolio management and financial planning, utilizing fundamental analysis and asset-allocation strategies, and maintains an affiliation with DPL Financial Partners to provide access to commission-free insurance products.
Jennifer M
CFA®, Series 66
San Diego, CA
McNaughton Wealth Management, LLC
Jennifer Matthews is a CFA® charterholder with 12 years of experience in financial advising. She has been with McNaughton Wealth Management, LLC since 2019 and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2019. McNaughton Wealth Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, managing approximately $291.6 million across about 240 clients. The firm provides discretionary asset management, portfolio management, financial planning, and retirement plan consulting, using fundamental analysis and diversified strategies tailored to client goals and risk tolerances.
Jennifer W
CFP®, ChFC®, Series 66
San Diego, CA
McNaughton Wealth Management, LLC
Jennifer Wilson is a CFP® and ChFC® professional with nine years of experience in financial advising. She has worked at McNaughton Wealth Management, LLC since 2019 and previously was with Ameriprise Financial Inc. from 2016 to 2019. McNaughton Wealth Management serves individuals, including high-net-worth clients, as well as trusts, pension plans, and business entities. The firm manages approximately $291.6 million for about 240 clients, providing discretionary asset management, portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers.
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”)