Fee-only adviser · San Diego, CA
Nectarine
Nectarine is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Diego, California. On its latest Form ADV, filed August 3, 2026, it reports 3,210 individual clients and 28 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 | 327155 · SEC file 801-128604 |
| Office | 1650 Garnet Avenue #1090 San Diego, CA 92109 |
| Phone | (858) 779-0115 |
| Website | hellonectarine.com |
| Regulatory assets under management | Not reported |
| Individual clients | 2,601 non-high-net-worth, 609 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Fixed fee |
| Services | Financial planning, Selection of other advisers, Educational seminars |
| Employees | 29 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 3, 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.
- 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 San Diego
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- Ats Wealth Management $384M
See all 106 fee-only advisers in San Diego →
Nearby
- La Jolla 23 firms
- Del Mar 6 firms
- La Mesa 2 firms
- Solana Beach 4 firms
- Coronado 4 firms
- Rancho Santa Fe 7 firms
- El Cajon 1 firm
- Poway 1 firm
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