Vistica Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$221,606,386
Clients
109
Advisors
4
across 4 offices
About
Vistica Wealth Advisors provides discretionary investment management, financial planning, and employee retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and businesses. The firm manages approximately $290 million in client assets and operates with a small advisory team to oversee customized portfolio and planning engagements.
The firm’s investment approach is long‑term and allocation‑driven, favoring passively managed, index‑based mutual funds (including Dimensional Fund Advisors funds), written investment policy statements, and periodic rebalancing; it also offers ESG/sustainability‑screened portfolio options. For clients with specialized needs, Vistica may deploy third‑party sub‑advisors for long/short strategies, separate fixed‑income managers, or recommend alternative and interval funds, serving as co‑advisor and monitoring those managers’ work.
Noteworthy for a firm of its size, Vistica maintains five offices, an uncommon multi‑office footprint among similar advisory firms, while offering several services that are less typical for peers — including access to long/short third‑party money managers, interval and private alternative funds, and a cash‑aggregation service (Flourish Cash via Stone Ridge). The firm’s personnel also include insurance‑licensed representatives who may receive commissions for insurance product sales, and Vistica has a documented business continuity and succession arrangement.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements typically range from $3,500 to $20,000, payable quarterly or upfront.
$0+: Up to 1.25% annually (maximum; actual fee negotiated per client) $0 - $1,000,000: 0.70% for Employee Benefit Plan Services (3(21) Advisory Fee) $0 - $1,000,000: 0.20% for Employee Benefit Plan Services (BSP Investment Management Fee) $1,000,001 - $5,000,000: 0.45% for Employee Benefit Plan Services (3(21) Advisory Fee) $1,000,001 - $5,000,000: 0.15% for Employee Benefit Plan Services (BSP Investment Management Fee) $5,000,001 - $10,000,000: 0.25% for Employee Benefit Plan Services (3(21) Advisory Fee) $5,000,001 - $10,000,000: 0.08% for Employee Benefit Plan Services (BSP Investment Management Fee) $10,000,001+: 0.15% for Employee Benefit Plan Services (3(21) Advisory Fee) $10,000,001+: 0.05% for Employee Benefit Plan Services (BSP Investment Management Fee)
Insurance licensed associated persons may receive commissions for insurance products sold, disclosed and separate from advisory fees.
Typical hourly rate is $325, may vary based on complexity for certain consulting services.
Minimum fee: Minimum annual advisory fees of $17,500 for investment management and financial planning services and $17,500 for employee benefit plan services. Fee-only: Fixed fees ranging from $3,500 to $20,000 for stand-alone financial planning; typical hourly rate $325/hour for additional financial consulting.
Main office
See office2121 Palomar Airport Road, Suite 160
Carlsbad CA 92011
Advisors at this office
1
Offices (4)
Most active in
California · Mississippi · Nevada · Texas
Also doing business as
Gradney & Vistica Financial Management, LLC · Valiant Partners · Vistica Wealth Advisors · Vistica Wealth Advisors, 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 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.
Advisors at this firm
Daniel V
Series 65
Fair Oaks, CA
Vistica Wealth Advisors, LLC
Daniel Vistica is a Series 65-credentialed advisor with 10 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2015. Outside of his advisory role, he serves as an uncompensated consultant assisting with the winddown and dissolution of the Pacific Coast League. Vistica Wealth Advisors provides investment management, financial planning, and advisory services to individual and high-net-worth clients, as well as participant-directed employee retirement plans. The firm emphasizes a long-term, asset-allocation approach using primarily passively managed and index-based mutual funds, including ESG-conscious options, and incorporates portfolio modeling and routine rebalancing.
Jeffrey V
CFP®, ChFC®, Series 66
Carlsbad, CA
Vistica Wealth Advisors, LLC
Jeffrey Vistica is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2008 and previously worked at Cetera for nine years. He is also a licensed insurance agent who assists clients with insurance as part of comprehensive wealth management planning. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, and businesses. The firm manages approximately $290 million in assets, employs a long-term, allocation-driven investment approach focused on passive index funds, and offers specialized options including ESG portfolios and access to third-party sub-advisors.
Allen R
CFP®, Series 66
Hattiesburg, MS
Vistica Wealth Advisors, LLC
Allen Regan is a CFP® with 15 years of industry experience, currently serving at Vistica Wealth Advisors, LLC. He has worked at several firms including Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Regan is also active in his community through roles at Main Street United Methodist Church and Diamondhead United Methodist Church. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in client assets and employs a long-term, allocation-driven investment approach emphasizing passively managed, index-based funds, ESG options, and the use of third-party sub-advisors for specialized strategies.
Christine S
CFP®, Series 65
San Diego, CA
Vistica Wealth Advisors, LLC
Christine Skoczek is a CFP® and CPA with 22 years of industry experience. She is currently with Vistica Wealth Advisors, LLC and previously operated her own firm, Skoczek & Associates, LLC, for nearly two decades. In addition to her advisory work, she owns and operates a tax planning and compliance practice under the name Christine Skoczek CPA/CFP. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in assets and uses a long-term, allocation-driven investment approach with access to both passive index funds and alternative strategies through third-party sub-advisors.
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