Blankinship & Foster provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Blankinship & Foster reports 290 clients. They include 225 high-net-worth individuals, 59 individual clients and 6 charitable organizations. Of its assets, 100.0% ($940M across 996 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | 4% |
| High-net-worth individuals | 78% | 93% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $36.1M | 3.8% | $612K |
| High-net-worth individuals | 225 | $874M | 93.0% | $3.88M |
| Pension and profit-sharing plans | Fewer than 5 | $1.11M | 0.1% | — |
| Charitable organizations | 6 | $28.3M | 3.0% | $4.72M |
| Total | 290 | $940M | 100% | — |
- Clients
- 59
- Regulatory AUM
- $36.1M
- AUM share
- 3.8%
- Avg. per client
- $612K
- Clients
- 225
- Regulatory AUM
- $874M
- AUM share
- 93.0%
- Avg. per client
- $3.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.11M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $28.3M
- AUM share
- 3.0%
- Avg. per client
- $4.72M
Total
- Clients
- 290
- Regulatory AUM
- $940M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Blankinship & Foster charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning and Other Consulting Services
- Billed at $300.00 per planner-hour, as a flat fee, or hourly with a guaranteed maximum; billed quarterly in arrears or on completion.
Stefan Prvanov owns 50% to 75% of Blankinship & Foster. The leadership team of Blankinship & Foster includes President Stefan Prvanov and Chief Compliance Officer Jon Beyrer. It has 16 employees, 9 of them in advisory roles.
Leadership
- Stefan PrvanovManaging Member: President/CEO
- Jon BeyrerSenior Financial Advisor and Chief Compliance Officer
- Frederick BrooksSenior Financial Advisor
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 16 employees
- 9 in advisory functions
- Owns 50% to 75% of Blankinship & Foster, LLC
Stefan Prvanov
Control person · since January 2007
- Owns 10% to 25% of Blankinship & Foster, LLC
Frederick Brooks
Control person · since January 2007
- Owns 10% to 25% of Blankinship & Foster, LLC
Jon Beyrer
Control person · since January 2009
Blankinship & Foster’s regulatory assets grew from $722M (March 2021) to $940M (March 2026); clients were 290 in both filings and employees rose from 13 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $940M | 290 | 16 | 1 |
| March 2025 | $862M | 300 | 16 | 1 |
| March 2024 | $780M | 302 | 16 | 1 |
| March 2023 | $690M | 302 | 16 | 1 |
| March 2022 | $786M | 298 | 15 | 1 |
| March 2021 | $722M | 294 | 13 | 1 |
Besides its headquarters, Blankinship & Foster has 0 offices, with 1 listed address in California.
California · 1 listed address
- 420 Stevens Avenue, Suite 250, Solana BeachHQ
Contact and registration details
- Legal name
- Blankinship & Foster, LLC
- Headquarters
- 420 Stevens Avenue, Suite 250, Solana Beach, CA 92075
- Website
- Not reported
- Phone
- 858-755-5166
- @blankinship-&-foster-llc
- SEC file
- 801-35218
- Founded
- 1989
- Structure
- California LLC
- Fiscal year end
- December
Blankinship & Foster uses Charles Schwab ($928M) as custodian for its separately managed accounts. Blankinship & Foster has custody of $19.6M in client assets for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $928M100%
At year end, Blankinship & Foster’s separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $495M across 79 positions; the largest are Dimensional ETF Trust (26.9%), Vanguard Intl Equity Index F (11.4%) and iShares TR (7.3%).
What the accounts hold
- Stocks4%
- Funds91%
- Bonds1%
- Cash4%
Reported 13F holdings
- $495M
- Reported 13F value
- 79
- Positions
- 81.5%
- In the 10 largest
- +9.5%
- Value vs. prior quarter
- Dimensional ETF Trust · US Core EQT Mkt26.9%
- Vanguard Intl Equity Index F · Allwrld EX US11.4%
- iShares TR · Hdg MSCI Eafe7.3%
- Vanguard Index Fds · Total Stk Mkt7.2%
- Vanguard Index Fds · Mid Cap ETF7.2%
- Vanguard Index Fds · Growth ETF6.6%
- Dbx ETF TR · Xtrack MSCI Eafe5.3%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.8%
- Vanguard World FD · Consum Stp ETF3.8%
- iShares TR · Core US Aggbd ET2.0%
Together, the ten largest are 81.5% of reported value.
How many clients does Blankinship & Foster have?
Blankinship & Foster has 290 clients and manages $940 million for them, as of March 2026. They include 225 high-net-worth individuals, 59 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Blankinship & Foster offer?
Blankinship & Foster provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Blankinship & Foster charge?
Blankinship & Foster charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: ADV PART 2A, filed 5 March 2026
Which custodians does Blankinship & Foster use?
Blankinship & Foster’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $928M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Blankinship & Foster have?
Blankinship & Foster has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blankinship & Foster invest in?
At the end of its last fiscal year, Blankinship & Foster’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blankinship & Foster?
Blankinship & Foster’s direct owners are Stefan Prvanov (50% to 75%), Frederick Brooks (10% to 25%) and Jon Beyrer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Blankinship & Foster get paid?
Blankinship & Foster is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blankinship & Foster?
Blankinship & Foster’s main office is at 420 Stevens Avenue, Suite 250, Solana Beach, CA 92075. Its phone number is 858-755-5166.