FINANCIAL SENSE ADVISORS, INC.

CRD

111090

SEC file #

801-25937

EIN

330086182

DBA names

—

Economics

AUM

$835.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $452.8M

'21 · $497.7M

'22 · $561.8M

'23 · $601.0M

'25 · $681.4M

'26 · $835.6M

'20'26

$452.8M → $835.6M▲ +85%

sec adv history

Client mix

Individuals Other	399
Individuals High Net Worth	189
Corporations	6
Pension Profit Sharing Plans	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 7 advisors

'22 · 11 advisors

'23 · 10 advisors

'25 · 9 advisors

'26 · 8 advisors

'20'26

7 advisors → 8 advisors▲ +14%

sec adv history

Primary office

SAN DIEGO CA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

financialsensewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PUPLAVA, JAMES, JOSEPH

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PUPLAVA, JAMES, JOSEPH

Helm, Lisa

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FINANCIALSENSEWEALTH.COM

Rdap Domain Creation Date

2023-08-14T21:20:29Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001358828

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2006-05-12

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001358828-26-000002

Edgar Former Names

FINANCIAL SENSE ADVISORS, INC

Puplava Financial Services, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

10920 VIA FRONTERASUITE 500SAN DIEGO, CA 92127

Business

10920 VIA FRONTERASUITE 500SAN DIEGO, CA 92127

Edgar EIN

330086182

Edgar Recent Filings

13F-HR2026-05-14 · 0001358828-26-000002

13F-HR2026-02-13 · 0001358828-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-14T21:20:29Z

Rdap Domain Last Changed

2025-06-15T06:14:59Z

Rdap Nameservers

Ns71.worldnic.comNs72.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

736091

Trust Company Affiliate