Fee-only adviser · Del Mar, CA
Mentor Financial Advisory Group, Ltd.
Mentor Financial Advisory Group, Ltd. is a fee-only investment adviser registered with the securities regulators of California, Texas, with a mailing address in Del Mar, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $88M in regulatory assets under management, 22 individual clients and 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, Texas |
|---|---|
| Firm CRD number | 115537 |
| Office | Del Mar, CA (mailing address; office not published) |
| Phone | (817) 849-8911 |
| Website | www.mentor-financial.net |
| Regulatory assets under management | $88M |
| Individual clients | 3 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Del Mar
- Weatherly Asset Management $1.7B
- Torrey Growth & Income Advisors, LLC $328M
- Del Mar Wealth Management Inc $170M
- Flightpath Financial Planning $11M
- JSB Capital Management, LLC $10M
See all 6 fee-only advisers in Del Mar →
Nearby
- Solana Beach 4 firms
- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Rancho Santa Fe 7 firms
- Encinitas 10 firms
- La Jolla 23 firms
- San Diego 106 firms
- San Marcos 4 firms
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