North County Financial Planning is a registered investment advisor founded in 2025 and based in Carlsbad, California. Led by founder and chief compliance officer Aleksandra Vasilyeva, the firm provides personalized investment management and financial planning services to individuals and high net worth individuals. North County Financial Planning operates as a fee-only firm, meaning they are compensated solely by their clients and do not accept commissions or product sales fees. Their investment approach is guided by Modern Portfolio Theory, focusing on asset allocation, passive and active management, and long-term strategies tailored to each client's goals and risk tolerance. In addition to investment management, the firm offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business consulting, available on an ongoing or project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Standard advisory fee is a flat annual fee of up to $10,000, not to exceed 3% annually of assets under management. Fees are negotiable.