Fee-only adviser · La Jolla, CA
Pacific Equity Advisors LLC
Pacific Equity Advisors LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in La Jolla, California. On its latest Form ADV, filed March 19, 2026, it reports $268K in regulatory assets under management 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 |
|---|---|
| Firm CRD number | 328540 |
| Office | 7946 Ivanhoe Avenue Suite 302 La Jolla, CA 92037 |
| Phone | (858) 459-1930 |
| Website | Not listed |
| Regulatory assets under management | $268K |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 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.
- 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 La Jolla
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- Nerad + Deppe Wealth Management $176M
See all 23 fee-only advisers in La Jolla →
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