firm profile
Financial Sense Advisors, Inc.
Overview
Financial Sense Advisors, Inc. is an SEC registered investment adviser based in San Diego, CA, registered since 1985. It reports $836M in assets under management across 1,116 accounts, with 11 employees. It has 10 investment adviser representatives.
- Reported AUM
- $836M
- Discretionary
- 100%
- Accounts
- 1,116
- Average account
- $749K
- Employees
- 11
- Advisory reps
- 10
- Registered since
- 1985
- Jurisdictions
- 37
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- James Joseph Puplava Chief Compliance Officer, President CRD 736091
- Ryan Douglas Preiss Chief Operating Officer CRD 6654122
Advisory reps 3 of 10
- Robert Thomas Bernard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 705891
- Crystal K Colbert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6677721
- Nicholas D Kile Registered Rep · Investment Adviser Rep CRD 7777842
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 10920 Via Frontera Ste 500
San Diego, CA 92127 - County
- San Diego
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
Registrations
- SEC registered
- Registered in 37 jurisdictions
- Website: financialsense.com
Every state, with registration dates
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