Petix & Botte Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Petix & Botte Financial provides discretionary asset management and financial planning to individuals (including high-net-worth clients), trusts, estates, and business entities, and also offers access to several LPL-sponsored advisory programs. The firm reports managing about $412 million on a discretionary basis and delivers portfolio management, written financial plans, and consulting services that can include tax, estate, and corporate planning elements.
The firm emphasizes continuous account supervision and customized portfolios composed of individual stocks and bonds, ETFs, options, mutual funds and structured products, and it employs fundamental, technical and cyclical analysis along with longer-term buy-and-hold strategies and tax-aware trading like tax-loss harvesting. In addition to traditional advisory work, Petix & Botte participates in LPL programs ranging from algorithm-driven Guided Wealth Portfolios to third‑party manager access and model mutual fund portfolios.
Several features distinguish the firm from many peers: representatives also provide tax-preparation services through an affiliated tax preparation company, creating a closer operational link between tax and financial planning; the firm discloses the use of margin borrowing in client accounts, which introduces additional leverage-related risks; and it manages a sizable client base relative to its advisory headcount, indicating a higher client load per advisor than is typical for similar team firms.
Client services
Expertise
Fee options
$500 to $3,000 for financial planning and consulting services
$0 - $250,000: 0.85% - 2.00% Above $250,000+: 0.25% - 1.50%
Commissionable securities sales including mutual funds with distribution or service (trail) fees; conflicts of interest disclosed.
$250 per hour
Main office
7777 Alvarado Road, Suite 520
La Mesa CA 91942
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Idaho · Louisiana · Tennessee · Texas · Washington
Also doing business as
Petix & Botte Company · Petix & Botte Financial
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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
Vickie P
CFP®, Series 63
La Mesa, CA
Petix & Botte Financial
Vickie Petix Reichert is a CFP® with 33 years of experience in the financial services industry. She is a principal at Petix & Botte Financial, where she has worked since 2014, and also operates Petix & Botte Tax and Business Services. In addition to her advisory work, she is involved in managing family investment LLCs and serves as an independent insurance agent. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management using a range of securities and employs fundamental, technical, and cyclical analysis to tailor portfolios, combining proprietary advisory services with LPL Financial–sponsored programs.
Connor B
CFP®
La Mesa, CA
Petix & Botte Financial
Connor Buckley is a CFP® professional with two years of industry experience currently with Petix & Botte Financial. He has previously worked at LPL Financial and has experience in tax preparation through Petix & Botte Tax. Petix & Botte Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $412 million in client assets. The firm utilizes customized portfolios and a variety of investment strategies, including tax-aware trading, and integrates tax preparation services alongside its advisory offerings.
Paul B
CFP®, Series 63
La Mesa, CA
Petix & Botte Financial
Paul Botte is a financial advisor with Petix & Botte Financial in La Mesa, California, holding the CFP® designation and a Series 63 license. He has 42 years of industry experience, including roles at LPL Financial and TAX & Financial Services Co., Inc. Botte is also the author of the book *Instant Retirement*. Petix & Botte Financial provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities, managing approximately $412 million in assets. The firm offers customized portfolios using a range of investment strategies and participates in LPL-sponsored advisory programs, while also providing tax-preparation services through an affiliated company.
Andrew W
CFP®, Series 66
La Mesa, CA
Petix & Botte Financial
Andrew Williams is a CFP® professional with 13 years of industry experience. He has worked with Petix & Botte Financial since 2014 and has also been associated with LPL Financial and TAX & Financial Services Co., Inc. since 2012 and 2010, respectively. In addition to his advisory role, he dedicates a portion of his time to tax preparation and accounting services. Petix & Botte Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and integrates LPL Financial–sponsored advisory programs alongside its in-house solutions.
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