At a Glance

At a Glance

Founded in 1989

Our firm was founded in 1989 as Blankinship & Foster; our predecessor firm began serving clients in 1974 as Blankinship & Associates.

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Our Clients

We serve approximately 220 clients, most of whom who are retirees, near retirees and financially independent women.

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We are Fiduciaries

We are fiduciaries, holding our clients’ interests above our own. We believe this is the most important quality in a financial advisor.

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No Commissions

We are a fee-only (no commission) firm. We do not sell anything, nor do we take or receive commissions of any kind.

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Credentials

B&F’s team of professionals have earned a number of post-graduate degrees and highly recognized industry certifications. Included among them are: Certified Financial Planner (CFP®) (6), Chartered Financial Analyst (CFA®) (2), Enrolled Agent (EA®), Certified Divorce Financial Analyst (CDFA®) and Certified Senior Advisor (CSA®). [As of August 2016.]

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Business Structure

Blankinship and Foster is a Registered Investment Advisor, independent and not affiliated with any other firm or institution.

For more information about our business structure, view or download our Firm Brochure (Part 2A of Form ADV) in PDF format.

View/Download ADV