Founded in 1994, Weatherly Asset Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in San Diego, California. The company provides comprehensive wealth management services, including financial planning, investment management, and retirement planning, primarily for high-net-worth individuals, families, and foundations. Their mission is to serve as a trusted advisor, offering personalized, objective guidance to help clients achieve their long-term financial goals. Being 'fee-only' means their revenue comes directly from clients, not from commissions on financial products, which aligns their interests with those of their clients.

Founded in

United States