Blankinship & Foster Named a Top San Diego Wealth Manager for 2016
Blankinship & Foster was ranked with 10 other investment advisory firms located in San Diego California. The 10 firms on the AdvisoryHQ ranking list were not ranked from 1 to 10, so it should not be assumed that we were ranked as #1. Also, the stars in this emblem do not represent any type of ranking or rating so it should not be assumed Blankinship & Foster received any star rating. Please see important disclosures at end of this piece.
SAN DIEGO, CA — Blankinship & Foster has been named as one of San Diego’s leading wealth managers in the 2016 List of Best Wealth Managers and Top Financial Advisors in the US and UK published in February of this year by AdvisoryHQ News Media (AHQ).
According to the report, factors that contributed to the award include Blankinship & Foster’s fiduciary commitment to clients, history of serving retirees and financially independent women and the integrated, proactive planning it provides clients. As well, the report states, “Blankinship & Foster follows a unique support model in that each client is advised by a team of at least two advisors, thereby guaranteeing a continuity of advice and advisory accessibility. What’s even more unique is that the firm’s fee-only structure is one of the earliest fee-only Registered Investment Advisors (RIA).”
Ranking Methodology: For detailed information about AdvisoryHQ’s methodology and assessment process for this ranking, please click here.”
“We are pleased to be recognized for the advice and service we provide to our clients,” said Blankinship & Foster President and CEO Stefan Prvanov, CFP®. “And while it is an honor to be so credited, our greatest satisfaction comes from our own clients’ trust in allowing us to help provide for their financial safety and stability.”
The following is outlined on the AdvisoryHQ website regarding rankings: “This acknowledgement is unique as candidates are neither self-nominated, nor does AdvisoryHQ charge for the advisory firm review or ranking. In fact, firms do not even realize they are being reviewed until after the reviews have been completed and made to the public. The objective review structure includes examination of a candidate company’s fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.” Click here for the full article.
Certain information within was obtained from third party sources believed to be reliable but it is not guaranteed. Blankinship & Foster is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. The opinions referenced herein are as of the date of publication and are subject to change without notice. We are providing the content for informational purposes only and it should not be considered investment advice or a recommendation to buy or sell any securities. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.
Third-party rankings and recognition from ratings services, or publications, are based on specific criteria and do not provide a guarantee that the firm’s investment advisory services will be beneficial to any investor or that a client will experience a high level of performance or positive returns on their investments. Rankings and ratings should not be construed as an endorsement of the adviser by any client and should not be considered representative of any one client’s evaluation.
Although Blankinship & Foster did not pay AdvisoryHQ to be considered for this ranking, we did pay AdvisoryHQ for a personalize page on their website, which discusses the ranking and provides information about the firm. This represents a potential conflict of interest. However, the commitment and payment for the personalize webpage was provided by us after we were informed by AdvisoryHQ that we had received the ranking, so the ranking was not awarded to us in exchange for payment to advertise on their website.
AdvisoryHQ uses a 4-step selection methodology for identifying, researching, and generating its list of top ranking firms:
Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of financial advisors, RIAs, financial planners, accounting, and wealth management firms providing services in a designated area (city, state, or local geographic location).
Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms. These filters include a firm’s fee structure, fiduciary classification, level of independence, transparency, and objectivity.
Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level (broad level of expertise and extensive years of experience), level of customized services, and website quality. Open door policy, resource availability (number of “available” advisory professionals and supporting staff), and range of provided services are also assessed to build up a broad picture of what each firm has to offer, before the final selection process occurs.
Step 4: Based on the results of AdvisoryHQ’s assessment, the firm’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.
For detailed information about AdvisoryHQ’s methodology and assessment process, click here.
About Blankinship & Foster, LLC
Blankinship & Foster is an independent, nationally recognized fee-only wealth advisory firm in Solana Beach, California, whose guidance extends beyond investments. Blankinship & Foster specializes in working with retirees, women and successful families, providing a unique wealth management process that helps clients organize and clarify their personal finances to achieve peace of mind. Founded on core values of integrity and exceptional service, clients have benefited from this tradition of objective forthright advice for over 35 years.
Blankinship & Foster has been recognized by such periodicals as Worth, Medical Economics, Wealth Manager, Financial Advisor, and other industry publications. For more information about Blankinship & Foster, please call (858) 755-5166 or visit www.bfadvisors.com.