Fee-only adviser · Costa Mesa, CA
CS Tomasi Wealth Management
CS Tomasi Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Costa Mesa, California. On its latest Form ADV, filed August 13, 2026, it reports $110M in regulatory assets under management, 84 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 287561 · SEC file 801-137293 |
| Office | 949 South Coast Drive Suite 500 Costa Mesa, CA 92626 |
| Phone | (562) 494-4668 |
| Website | cstomasi.com |
| Regulatory assets under management | $110M |
| Individual clients | 52 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Costa Mesa
- Check Capital Management Inc $2.4B
- Clearview Investment Partners, LLC $105M
- Leisure Capital Management, Inc. $874M
- Farah Private Wealth Management, Inc $105M
- Inception Financial Services $29M
- Einstok Wealth Management LLC $14M
See all 8 fee-only advisers in Costa Mesa →
Nearby
- Newport 1 firm
- Newport Beach 63 firms
- Santa Ana 5 firms
- Corona Del Mar 2 firms
- Tustin 7 firms
- Huntington Beach 8 firms
- Westminster 2 firms
- Orange 8 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at CS Tomasi Wealth Management? Update this listing.