# Joseph M. Sebo, CFP Inc.

> Joseph M. Sebo, CFP Inc. is a state-registered investment advisory firm in Oceanside, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 323589
- Filed as: JOSEPH M. SEBO, CFP INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oceanside, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323589
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-m-sebo-cfp-inc-oceanside-ca-323589

## Quick answers

**How is Joseph M. Sebo, CFP Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph M. Sebo, CFP Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Joseph M. Sebo, CFP Inc. located?**
Joseph M. Sebo, CFP Inc.'s principal office is in Oceanside, CA, according to its Form ADV.

**Is Joseph M. Sebo, CFP Inc. registered with the SEC or a state?**
Joseph M. Sebo, CFP Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323589.

**How much does Joseph M. Sebo, CFP Inc. manage?**
Joseph M. Sebo, CFP Inc. reports $1,967,855 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Joseph M. Sebo, CFP Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does Joseph M. Sebo, CFP Inc. 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/323589

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,967,855
- Discretionary: $1,967,855
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $1,967,855 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph M. Sebo, CFP Inc. (CRD 323589): Form ADV filing data as of October 2026.