Satori Wealth Management, Inc.

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Client assets under management

$72,982,868

Clients

58% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$2,211,602

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Annuities

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Project-Based Financial Planning Services: one-time fixed fee typically $4,000 to $15,000

Percentage

$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%

Other

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 location

Satori Wealth Management, Inc.

4660 La Jolla Village Drive, Suite 100

San Diego CA 92122-4604, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook YouTube Website (619) 305-0553

Advisors at this firm

Autumn V

CFP®

San Diego, CA

Satori Wealth Management, Inc.

Autumn Vaughn is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Satori Wealth Management, Inc. She previously worked at Mercer Global Advisors Inc. and Day & Ennis, LLC. Satori Wealth Management is an independent, single-advisor firm that serves individuals, families, and employer-sponsored retirement plans. The firm provides discretionary portfolio management and financial planning, with a focus on long-term strategies and pension consulting services that include compliance with ERISA and a Section 3(21) fiduciary role.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Annuities Founder/Business Owner Executive

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

Wealth management General retirement planning General tax planning Founder/Business Owner Executive Baby Boomers (Born 1946-1964)

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