Worth Best Leading Advisors Award Disclosure

Award Name: Worth Best Leading Advisors
Date of award: March 2024
Based on time period: 2023
Awarded by: Worth Magazine
Compensation provided: B&F paid a fee for use of the award badge

Details of Award

Blankinship & Foster has been named a leading advisor by Worth.

Worth’s Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including Assets Under Management of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. The entire list of Worth Leading Advisors can be found here: Worth’s Top RIA Firms 2024. More information about the selection criteria for Worth’s Leading Advisors can be found here: Selection Methodology.

Important Disclosures

About the “Leading Advisors” ranking: Worth’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. To be eligible for the ranking, firms must be independent registered investment advisors who file their own ADV statement with the SEC, and who provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2023. Financial Advisor’s ranking comes at no cost to Blankinship & Foster; however, the firm did pay a licensing fee for use of Worth’s digital badge.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.

Additional Disclosures

Certain information was obtained from third party sources believed to be reliable, but it is not guaranteed. Blankinship & Foster is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. The opinions referenced herein are as of the date of publication and are subject to change without notice. We are providing the content for informational purposes only and it should not be considered investment advice or a recommendation to buy or sell any securities. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.

Third-party rankings and recognition from ratings services, or publications, are based on specific criteria and do not provide a guarantee that the firm’s investment advisory services will be beneficial to any investor or that a client will experience a high level of performance or positive returns on their investments. Rankings and ratings should not be construed as an endorsement of the adviser by any client and should not be considered representative of any one client’s evaluation.