Merrithew & Thorsten

Specialties

A personal financial advisory firm dedicated to providing comprehensive financial planning to America on a fee-​only basis.

A fee-​only compensation structure is essential in ensuring that a financial advisor is thinking only of the client’s best interests. We are compensated for our services through an annual retainer fee.

We have no products to sell — only our services. We do not sell stocks, bonds, mutual funds or insurance. We earn no commissions whatsoever. We have nothing to gain through our recommendations other than our clients’ satisfaction. Again, there are no conflicts of interest.

Professional Associations:

National Association of Personal Financial Advisors

Financial Planning Association

Inland Society of Tax Consultants

National Association of Tax Practitioners

National Association of Enrolled Agents

History

Established in 1996.

Our holistic approach ensures that our clients’ financial plans are complete and integrated. It is not sufficient to have only a well-​structured investment plan. Investment decisions must take into account careful tax planning as well as estate and insurance planning. All of our recommendations take into consideration the effect that they will have on all other aspects of our clients’ financial lives. In addition to a complete, integrated plan, we work with our clients on an on-​going basis to proactively manage that plan. A financial plan is not static. A financial plan should not be a one-​time, hardbound snap-​shot. A true financial plan is dynamic. It is constantly evolving.

Meet the Business Owner

Les M.

Business Owner

Les Merrithew entered into the financial planning profession in 1980 as a tax preparer. To this date the firm has a practice of over 400 individual tax returns. Les obtained his Real Estate License in 1978 and his Insurance License in 1982. In 1985 Les became a Registered Representative and in 1986 he earned his designation as a Certified Financial Planner licensee. In 1987, Les became a Registered Securities Principle. In 1993, Les became a Registered Investment Advisor with the California State Department of Corporations.

Les has lectured at San Diego State University and for the Inland Society of Tax Consultants as well as conducting several seminar series and teaching introductory courses in personal finance at a local high school. Les continues to be quoted in National and Local news articles and National Publications.

Merrithew & Thorsten also recommends

sysRx

IT Services & Computer Repair

Les M. says,

«I never have to worry about having an in-​house IT department. They do an incredible job!»