LPL Financial
47yrs
Top advisor by experience in San Diego
16yrs
Dan Holzer
Financial advisor at Realta Investment Advisors
Based in San Diego, California, Dan Holzer is a fiduciary financial advisor with 16 years of industry experience. Dan joined Realta Investment Advisors in 2022, after a year at Wells Fargo Advisors. Realta Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
OfficeSan Diego, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$311,930
Advisors at the firm57
States licensed ?1 state
Services through Realta Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRealta Investment Advisors, Inc.Current firm
- Jul 2010 – Jun 2011Wells Fargo Clearing Services, LLCPreviously
Contact Dan
(888) 657-5200Firm headquarters in Wilmington, DE. Ask for Dan. San Diego, CAOffice · Get directions Firm websiteHTTP://WWW.REALTAWEALTH.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dan
Tailored to Dan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Dan
How do I contact Dan?
Call Realta Investment Advisors at (888) 657-5200 and ask for Dan Holzer. Dan works from the San Diego, CA office.
How long has Dan been a financial advisor?
Dan has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Dan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dan paid?
Realta Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dan 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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