# Advice Only

Advice Only is a RIA based in San Diego.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego
- **Assets under management:** Undisclosed
- **Website:** adviceonly.com
- **LinkedIn:** https://www.linkedin.com/company/audreykemerson

## Regulatory record

- **CRD number:** 334039
- **SEC file number:** 801-135290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334039

## About

AdviceOnly connects people with fee-only, fiduciary advisors who never sell products or manage client money. Advisors are paid only by clients and provide pure guidance so clients keep control of their own accounts. Advice Only is a platform for independent financial advisors to work on an advice-only basis under AdviceOnly's SEC-registered RIA structure. As a Public Benefit Corporation, it measures success by how many people it helps connect with advice they can trust.

## People

- Steven Fox — Founder & President
- Katie Balberchak — Operations Consultant
- Kingston Hollman — Compliance Officer

## Questions

### What does the name 'Advice Only' signify about the firm's structure?

The name describes a non-discretionary model in which the office provides investment research, recommendations, and monitoring but does not execute trades or make unilateral allocation decisions. This structure is designed to eliminate conflicts of interest that arise when an office's compensation is tied to transaction volume or assets under management. The principal family retains final decision-making authority over all investment actions.

## Related profiles

- [Advent Capital Strategies](https://altss.com/profile/advent-capital-strategies-llc)
- [Advisers Investment Management](https://altss.com/profile/advisers-investment-management-inc)

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Last updated: 2026-08-11T15:05:57.154Z

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