Ian Weeks is a CFP, ChFC-designated registered investment advisor at Stirling Financial Group, based in San Diego, CA, with 16 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 304 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The tiered fee schedule applies to single accounts. For multiple accounts, Stirling Financial Group charges an annual flat percentage of assets under management ranging up to 1.50%. Fees may be negotiable.
Fee Estimator
Location
750 B St Ste 2230, San Diego, CA, 92101
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Ian owns rental real estate, dedicating minimal time to it. He also operates Solis Wealth Management as a DBA for his LPL business, spending full-time hours on this endeavor.
Employment History
Current Registrations
Stirling Financial Group
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.