# ADVICE ONLY

> FINRA firm 334039 · ACTIVE · SAN DIEGO, CA

## Key facts

- **FINRA firm ID:** 334039
- **Firm name:** ADVICE ONLY
- **Other names:** ADVICE ONLY, OPEN BOOK FINANCIAL PLANNING, CENTS OF JOY FINANCIAL PLANNING, CAREGIVERS RESOURCE GROUP, ADVICE ONLY, PBC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-135290
- **Branches:** 6
- **Has disclosure events:** No
- **Headquarters:** SAN DIEGO, CA, 92108, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/334039

## Citation

> FINRA BrokerCheck, firm 334039 (ADVICE ONLY). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/334039.

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