MERRITHEW & THORSTEN, INC.

SEC file number 801-63848 · SAN DIEGO, CA

https://fee-only-planner.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$57M

Discretionary AUM

$55M

Employees

—

Clients

130

Firm

Address: 9820 WILLOW CREEK ROAD
SAN DIEGO, CA 92131
Phone: —
Website: https://fee-only-planner.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)