Satori Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Satori Wealth Management serves individuals and families—including high‑net‑worth clients—and provides advisory services to employer‑sponsored retirement plan sponsors. The firm offers discretionary portfolio management alongside ongoing or project‑based financial planning and employee benefit plan consulting, and documents client objectives in an Investment Policy Statement for each engagement.
The firm’s investment approach emphasizes long‑term trading and portfolio construction informed by modern portfolio theory, with recurring monitoring and at least annual reviews. Satori tailors portfolios to client circumstances, may recommend third‑party outside managers when appropriate, and requires clients to custody assets at Charles Schwab to enable its discretionary management model.
What distinguishes Satori from many peers is its small, focused advisory team (two advisers) and a concentrated client roster, resulting in a relatively high level of advisor attention per client. The firm also discloses that ongoing financial planning is provided to portfolio management clients at no additional charge, that the principal conducts limited nonprofit financial‑education workshops locally, and that it participates in Schwab’s advisor program—access to which the firm discloses as a source of services and potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning Services: one-time fixed fee typically $4,000 to $15,000
$0 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.75%
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning Services: annual fixed fee typically $20,000 to $60,000; Project-Based Financial Planning Services: one-time fixed fee typically $4,000 to $15,000
Main office
4660 La Jolla Village Drive, Suite 100
San Diego CA 92122-4604
Advisors at this office
2
Most active in
California
Also doing business as
Clearpath Advisers · Satori Wealth Management, 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 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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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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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.
Forms ADV
Quick links
Advisors at this firm
Autumn V
CFP®
San Diego, CA
Satori Wealth Management, Inc.
Autumn Vaughn is a CFP® professional with three years of industry experience, currently serving as an advisor at Satori Wealth Management, Inc. Prior to joining Satori in 2026, she worked at Mercer Global Advisors Inc. and Day & Ennis, LLC. Satori Wealth Management serves individuals and families, including high-net-worth clients, and employer-sponsored retirement plan sponsors. The firm focuses on discretionary portfolio management and financial planning, employing a long-term investment approach based on modern portfolio theory with personalized portfolio construction and ongoing monitoring.
Danny M
CFP®
San Diego, CA
Satori Wealth Management, Inc.
About Danny G. Michael, CFP®, RLP®, MSBA Retirement requires making decisions that will impact my clients for the rest of their lives. So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my advanced degrees in finance and tax-planning to work getting that for them. It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent retirement planning and my team acts 100% in their best interests. We make no commissions off the financial products clients invest in and we charge no hidden fees. For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement. There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned. Media Mentions: Bank Rate https://www.bankrate.com/personal-finance/smart-money/understand-how-inflation-impacts-your-life-with-personal-inflation-rate/ https://www.bankrate.com/personal-finance/how-to-write-a-will/ https://www.bankrate.com/financing/cd-rates/pros-and-cons-of-ira-cds/ Investment News https://money.usnews.com/money/retirement/baby-boomers/articles/how-to-retire HuffPost https://www.huffpost.com/entry/important-money-moves-experts_n_5c1d130ee4b05c88b6f81d52 https://www.huffpost.com/entry/401k-loan-rules-borrow_l_5d83e88ae4b0957256b3d417 Think Advisor https://www.thinkadvisor.com/2019/08/21/advisors-advice-top-11-retirement-planning-questions-clients-ask/ Family Wealth News http://abetterwaytoretire.com/Understanding_Your_Personal_Inflation_Rate.aspx Forbes https://www.forbes.com/sites/robertfarrington/2021/12/21/5-last-minute-financial-tips-for-the-end-of-2021/?sh=5b7c6fb31403
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