Fee-only adviser · Escondido, CA
Law Office of Jamie Townsend
Law Office of Jamie Townsend is a fee-only investment adviser registered with the securities regulator of California, with its main office in Escondido, California. On its latest Form ADV, filed February 11, 2026, it reports 1 employee who gives 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 | State-registered: California |
|---|---|
| Firm CRD number | 317343 |
| Office | 249 E. Fourth Avenue Escondido, CA 92025 |
| Phone | (760) 612-9707 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Hourly |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- 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 Escondido
- Red Seven $104M
- Vector Financial Solutions, Inc. $66M
- Tri-Ad Capital Management I, LLC $619M
- Goodrich Financial Group, LLC $14M
See all 5 fee-only advisers in Escondido →
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- Vista 1 firm
- Lakeside 1 firm
- Solana Beach 4 firms
- Cardiff by the Sea 2 firms
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