Srs Wealth Mangement
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SRS Wealth Management provides retirement planning, financial planning, and wealth management advice to individuals, families, and retirement plans, and also offers ERISA 3(21) services to plan sponsors. The firm does not directly manage or custody client assets; instead it serves as a referral and liaison to third‑party money managers who implement and bill for investment management services.
The firm’s client work is centered on tailored strategic asset allocation and periodic reviews, and it relies on third‑party managers that may use fundamental and cyclical analysis to implement portfolios. SRS also delivers a broad set of financial planning analyses and reports (for example, Social Security maximization and Roth conversion analyses) and commits to plan delivery timelines and ongoing plan education for clients and participants.
Notable distinctions include a formal educational program—seminars, workshops, and newsletters offered at no cost—and the firm’s managing member also operates as a licensed insurance agent, spending the majority of his time in that business and potentially recommending insurance products. The firm discloses referral and incentive arrangements with its third‑party manager, does not execute client trades or vote proxies, and does not hold custody of client assets.
Client services
Expertise
Fee options
Financial Planning Services between $1,200 and $5,000, billed 50% in advance.
$0+: 1.65% $0+: 1.50% $0+: 1.00%
Main office
8787 Complex Drive, Suite 410
San Diego CA 92123
Advisors at this office
2
Most active in
Arizona · California · Texas
Also doing business as
Srs Wealth Management LLC · Srs Wealth Mangement · Successful Retirement Solutions · Successful Retirement Solutions, 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:
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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
David N
Series 63, Series 65
San Diego, CA
Srs Wealth Mangement
David Nagy is a financial advisor at SRS Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SRS Wealth Management since 2017. In addition to his advisory role, he is actively involved with Successful Solutions, LLC, where he engages in traditional life and health insurance sales. SRS Wealth Management provides fee-based advisory services primarily through referrals to third-party money managers and offers financial planning and retirement plan advisory services. The firm also conducts educational seminars, workshops, and newsletters as part of its client engagement.
Michael E
Series 65
San Diego, CA
Srs Wealth Mangement
Michael Elizondo is a financial advisor at SRS Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior experience in the United States Navy Reserves from 2014 to 2022. Outside of his advisory role, he is active in insurance sales through Successful Solutions, LLC. SRS Wealth Management provides fee-based advisory services by referring clients to third-party money managers and delivering financial planning and retirement plan advisory work. The firm also offers educational services such as seminars, workshops, and newsletters as part of its client engagement.
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