Van Nostrand Wealth Management LLC
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About
Van Nostrand Wealth Management LLC serves individual clients, including high‑net‑worth individuals, and retirement‑plan clients, maintaining a relatively small client roster while combining investment management with comprehensive and limited‑scope financial planning. The firm provides both discretionary and non‑discretionary portfolio management alongside consulting and written planning deliverables.
Investment decisions are customized around each client’s goals and risk tolerance, with portfolios constructed via strategic asset allocation using mutual funds and ETFs and a blend of passive and active approaches, plus periodic rebalancing and some fundamental analysis. The firm implements accounts under discretionary authority when agreed, but clients may impose written restrictions or retain non‑discretionary control.
Distinctive features include a compact, family‑led advisory team that combines an experienced CFP‑credentialed principal with early‑career advisors holding investment credentials, and a client mix that implies relatively large average account sizes. The firm routinely directs brokerage to a single custodian, does not aggregate trades, does not participate in wrap programs or soft‑dollar arrangements, and relies on custodian statements rather than issuing separate periodic performance reports.
Client services
Expertise
Fee options
One-time/fixed fee for Wealth Management Services ($10,000 - $50,000 annually) and Financial Planning ($5,000 - $10,000)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: Negotiable
Additional hourly fees may be charged for larger scope financial planning work upon mutual agreement
Account minimum: $1,000,000 Fee-only: Annual fixed fee range $10,000 - $50,000 payable quarterly in arrears; Financial Planning fixed fee range $5,000 - $10,000
Main office
See office11440 W Bernardo Ct, Suite 204
San Diego CA 92127
Advisors at this office
2
Offices (2)
Most active in
California · Texas
Also doing business as
Mary L. Van Nostrand · Van Nostrand Wealth Management · Van Nostrand Wealth Management LLC · Van Nostrand, Mary, L
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
Mary V
CFP®, Series 63, Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Mary Van Nostrand is a CFP® professional with 22 years of experience in financial advisory services. She has worked at Van Nostrand Wealth Management LLC since 2019 and previously spent eight years with Duttenhofer Advisory Group. Van Nostrand Wealth Management LLC serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management that combines financial planning and investment management. The firm customizes its investment approach based on each client’s goals and risk tolerance, using a mix of passive and active strategies primarily through mutual funds and exchange-traded funds.
Garrett V
Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.
Grant V
Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Grant Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in San Diego, CA, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent four years at Oregon State University and four years at Poway High School. Van Nostrand Wealth Management LLC serves individual and retirement-plan clients, focusing on customized investment management and financial planning. The firm employs a blend of passive and active strategies using mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.
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