Michael T. Anderson

ADVICE ONLY

SAN DIEGO, CA 92108

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CRD#: 6442256

Professional summary

Michael Todd Anderson, CFP® is a registered financial advisor currently at ADVICE ONLY located in San Diego, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Anderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 21, 2025 - Present

ADVICE ONLY

Office #1: 1455 Frazee Rd, Suite 500, San Diego, CA 92108

RIA

CRD#: 334039

SAN DIEGO, CA

Past

August 25, 2023 - January 2, 2024

WOODSON WEALTH MANAGEMENT

RIA

CRD#: 309313

Murrieta, CA

Past

March 6, 2023 - August 9, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

OVERLAND PARK, KS

Past

July 13, 2018 - November 14, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

OVERLAND PARK, KS

Past

October 4, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SAN DIEGO, CA

Past

March 2, 2015 - August 9, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OVERLAND PARK, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/9/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 2/17/2016

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 2/1/2016

General Securities Sales Supervisor - General Module Examination

Current Firm

ADVICE ONLY

ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | CENTS OF JOY FINANCIAL PLANNING | CAREGIVERS RESOURCE GROUP | ADVICE ONLY, PBC

CRD#: 334039 / SEC#:

California

Registered Investment Advisory firm - (2/3/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/15/2025 Approved)

Texas

Registered Investment Advisory firm - (5/30/2025 Conditional Restricted)

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Contact information

Main Address

1455 Frazee Rd, Suite 500, San Diego, CA 92108

Mailing Address

Phone number

(619) 374-2261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael T. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODSON WEALTH MANAGEMENT

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2016

Series 63

Date: 3/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2015

Series 9

Date: 2/17/2016

Series 10

Date: 2/1/2016

Current Firm

ADVICE ONLY

Contact information

Documents

Red Flags

Company Information

ADVICE ONLY

TRUST BUT VERIFY

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