Charles Malsbury is a CFP-designated registered investment advisor at Thinkplansave, based in Daly City, CA, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 9 clients with $16M 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 $1.2M | 0.50% |
| $1.2M+ | 0.00% |
Fees are negotiable at the advisor’s discretion.
Fee Estimator
Contact
Charles Malsbury
Location
Daly City, 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.
Learn about disclosures →Employment History
Current Registrations
Thinkplansave
Previous Registrations
Yellowbrickroad Financial Advisors, LLC
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.
Exams