Terrence Gustafson is a CFP-designated registered investment advisor at Gustafson Financial Solutions, based in Oceanside, CA, with 4 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gustafson Financial Solutions offers portfolio analysis and asset allocation services. The firm analyzes mutual funds and exchange-traded funds and makes recommendations. Clients can choose to self-direct their investments or invest through a broker recommended by the advisor. There are no commissions charged.
Location
Oceanside, CA
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 →Employment History
Current Registrations
Gustafson Financial Solutions
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.