Bradley K. Nelson
POINT LOMA ADVISORS
San Diego, CA
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CRD#: 6764900
Professional summary
Bradley Kent Nelson, CFP®, who also goes by Bradley Nelson, is a registered financial advisor currently at POINT LOMA ADVISORS located in San Diego, California and FIDUCIARY FINANCIAL ADVISORS located in San Diego, California.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bradley has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
AUM
College/Education Planning
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
Brad spent the first part of his career as an engineer. To achieve financial independence, he thought like an engineer and researched how 'the system' works. He found that the real answers were often at odds with 'common knowledge' espoused by a wide variety of self-interested parties. After searching diligently, he identified sources of independent evidence-based research on how to plan and invest. Now retired from engineering, he enjoys helping other engineers capable of filtering out noise and understanding the lessons from independent research. Lyon Park is a fee-only, fiduciary investment advisor required by law to put clients' interests first.
Brad has a B.S. in Mechanical Engineering, a M.S. in Electrical Engineering and has worked in the military, government and private sector. He served in the military as submariner and retired as a Captain in the Navy Reserve. In April 2022, he completed work to become a CERTIFIED FINANCIAL PLANNER ™ professional.
After spending most of his adult life in the Washington, DC metro area working for a salary, Brad achieved financial independence, pulled up stakes and moved to San Diego to live the dream of year-round great weather and the laid back lifestyle of Southern California.
When he's not helping clients, he spends time with his wife Heather on personal fitness, sailing and old cars.
Question & Answer
What are your service offerings?
Inheritance
Estate Planning
Education Planning
Elder Care
Life Transitions
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Bradley Nelson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Kent Nelson'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®
Start date: 2022
Experience
Current
April 25, 2017 - Present
POINT LOMA ADVISORS
RIA
CRD#: 287918
San Diego, CA
Current
May 5, 2026 - Present
FIDUCIARY FINANCIAL ADVISORS
RIA
CRD#: 172103
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 Terminated)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(10/14/2020)
Current Firm
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 Terminated)PREMIUM
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Contact information
Main Address
124 Fulton St. East Suite 200, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 622-3062
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,035 |
| AUM (Assets Under Management) | $ 1,165,890,928 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 10/16/2024 |
Red Flags
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