# Ginsberg Financial Strategies

> Ginsberg Financial Strategies is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 161151
- Filed as: GINSBERG FINANCIAL STRATEGIES
- Legal name: Ginsberg Financial Strategies, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161151
- AdvisorCensus page: https://advisorcensus.com/firm/ginsberg-financial-strategies-walnut-creek-ca-161151

## Quick answers

**How is Ginsberg Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Ginsberg Financial Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ginsberg Financial Strategies located?**
Ginsberg Financial Strategies' principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Ginsberg Financial Strategies registered with the SEC or a state?**
Ginsberg Financial Strategies is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161151.

**How much does Ginsberg Financial Strategies manage?**
Ginsberg Financial Strategies reports $74,786,214 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (0% discretionary).

**What types of clients does Ginsberg Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (26).

**Does Ginsberg Financial Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161151

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $74,786,214
- Discretionary: $0
- Non-discretionary: $74,786,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $25,898,940 |
| High net worth individuals | 26 | $48,887,274 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ginsbergfs.com
- michaelginsberg.com
- Facebook @GinsbergFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ginsberg Financial Strategies (CRD 161151): Form ADV filing data as of October 2026.