LPL Financial
47yrs
Top advisor by experience in San Diego
20yrs
Brian Basinger
Full name on record: Brian Thomas Basinger
Financial advisor at Sapient Road Wealth Management
Based in San Diego, California, Brian Basinger is a financial advisor with 20 years of industry experience. Brian has been with Sapient Road Wealth Management since 2026; before that, Brian spent six years at Block Wealth Management and less than a year at Premier Financial Planning. Brian holds the CFP® designation.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
OfficeSan Diego, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.37 million
States licensed ?1 state
Services through Sapient Road Wealth Management
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowSapient Road Wealth Management, LLCCurrent firm
- 2008 – 2014Block Wealth Management, Inc.Previously
- Jan 2008 – May 2008Premier Financial Planning, LLPPreviously
- Jan 2007 – Dec 2007Premier Financial Planning, LLPPreviously
Contact Brian
(858) 381-3443Sapient Road Wealth Management main office San Diego, CAOffice · Get directions Firm websiteHTTP://WWW.SAPIENTROAD.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Sapient Road Wealth Management at (858) 381-3443 and ask for Brian Basinger. Brian works from the San Diego, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2007, about 20 years. More experience than 60% of advisors nationwide.
What licenses does Brian hold?
No exams are listed on the official record.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Sapient Road Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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