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FINANCIAL ALTERNATIVES, INC.
CRD 108245File 801-57864
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$614.8M
Above cohort median (national)
Discretionary AUM
$607.4M
Non-discretionary $7.3M
Clients
271
1,258 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 25, 2000
- Principal office
- 7825 FAY AVENUE, SUITE 245, LA JOLLA, CA, 92037
- Phone
- 858-459-8289
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $614.8M
- Discretionary AUM
- $607.4M
- Non-discretionary AUM
- $7.3M
- Discretionary accounts
- 1,230
- Non-discretionary accounts
- 28
- Total accounts
- 1,258
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $577K |
| High net worth individuals | 148 | $559.7M |
| Individuals (other than high net worth individuals) | 121 | $54.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.