Terrence Gustafson is a CFP-designated registered investment advisor at Gustafson Financial Solutions, based in Oceanside, CA, with 5 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gustafson Financial Solutions charges an annual retainer fee for ongoing financial planning, tax planning, and investment advisory services, determined by a formula based on your income, net worth, and tax complexity:
- First year retainer — ranges from $2,500 to $10,000
- Renewal years — ranges from $1,500 to $10,000
Clients can choose to pay this retainer monthly or quarterly.
- Financial Tune-Ups — $750 for a three-meeting engagement with preparatory time for non-retainer clients seeking specific financial planning assistance
- Hourly consulting — $300 per hour for specific questions or services
Location
Oceanside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Gustafson Financial Solutions
State Registrations1 state
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Exams
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