TrueAdvisor
TrueAdvisor
CC
CFP
CC
CFP

Crystal K Colbert

Financial Sense Advisors, INC.
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Financial Sense Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,037 clients
Average Client Portfolio
$657K average
Assets Under Management
$681.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Minimum Annual Fee:$50

Location

10809 Thornmint Road, 2nd Floor, San Diego, CA, 92127

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Sense Advisors, INC.
June 2022 - Present · 3 yrs 8 mos
Financial Sense Securities, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Benefit Financial Services Group
March 2022 - May 2022 · 2 mos
Financial Sense Advisors, INC.
February 2018 - February 2022 · 4 yrs
Financial Sense Securities, INC.Broker
October 2017 - February 2022 · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.