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Merrithew & Thorsten, Inc. (San Diego)


Merrithew & Thorsten, Inc. is an adviser based in San Diego. It manages $57 million of regulatory assets for 408 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Merrithew & Thorsten provides financial planning services, portfolio management for individuals and small businesses, and tax advice and preparation. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Merrithew & Thorsten: assets under management

The assets under management (AUM) of Merrithew & Thorsten, Inc. is $57 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merrithew & Thorsten, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Merrithew & Thorsten, Inc. performs its advisory services is located at 9820 Willow Creek Road, San Diego, CA 92131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-547-1845 or by fax 858-547-4691. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fee-only-planner.com.


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