Professional Fiduciaries of San Diego, Inc.

What Professional Fiduciaries of San Diego, Inc. does

Professional Fiduciaries of San Diego, Inc. is a privately held professional fiduciary services firm headquartered in San Diego, California, operating from a single office at 5190 Governor Drive, Suite 101. Founded by Kristen Marquis Fritz, Esq., CLPF, NCG (California Professional Fiduciary License #1032 and National Certified Guardian), the firm delivers a unified suite of fiduciary, care management, life management, and estate administration services to individuals who cannot manage their own affairs due to age, illness, or disability, as well as to families navigating elder-care and estate decisions in San Diego County. Core offerings span Trustee, Executor, Conservator, Guardian, Health Care Agent, and Power of Attorney roles, complemented by court-appointed fiduciary services, family mediation, bill paying, appointment coordination, "Peace of Mind" visits, and referrals to a vetted network of caregivers, assisted living facilities, medical professionals, CPAs, financial planners, and attorneys.

The firm is a service-only professional practice with no proprietary technology, software platform, or app; service delivery is conducted via direct client engagement, personal meetings, telephone, email, and coordination with external professionals. Revenue is generated through hourly fiduciary fees of $250–$350 (billed in tenths of an hour, with telephone and travel time billable), with alternative fee structures available including percentage of assets under management, fixed monthly fees, and bundled or unbundled service arrangements. Pricing is reviewed annually with sixty days' written notice, and certain rates may be governed by statute or court order. The go-to-market motion is sales-led and referral-driven, relying on a network of estate planning attorneys, financial planners, medical professionals, and care providers, supplemented by educational content marketing through the company's blog.

The company operates as a solo-practitioner-led professional services firm with no disclosed external funding, no parent company, and no institutional ownership; it has no subsidiaries, no app, no API, and no integration footprint. Its addressable market includes an estimated 26,000 "orphan" seniors in San Diego and a broader national trend of elder orphans, which the firm cites to frame demand for professional fiduciary services.

Name

Professional Fiduciaries of San Diego, Inc.

Legal name

Professional Fiduciaries of San Diego, Inc.

Website

https://pfosd.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Professional Fiduciaries of San Diego is a privately held professional fiduciary firm in San Diego providing trusteeship, conservatorship, guardianship, care management, and estate administration services for seniors, individuals with disabilities, and families throughout San Diego County.

Ownership category

akta.pro rank

Product category

Professional Fiduciary Services

NAICS

Services for the Elderly and Persons with Disabilities (62412), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Guardianship, Conservatorship & Fiduciary Care Management Coordination (HLADALAH), Personal & Family Trust Services (FSAAANAA), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Professional fiduciary services
• Estate administration
• Care management services
• Trust management
• Conservatorship services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Fiduciary Services (Hourly): Primary revenue stream from fiduciary services billed at hourly rates ranging from $250-$350. Services include Trustee, Power of Attorney, Executor, Health Care Agent, and other fiduciary roles. Billed in increments of tenths of an hour. Telephone calls and travel time are billable.
2. Alternative Fee Structures: Alternative fee arrangements including percentage of assets under management, fixed monthly fees, or bundled/unbundled services. Governed by appointment documents or separate written agreements.
3. Third-Party Services Pass-Through: Reimbursement for costs and expenses incurred in performing duties at direct cost rates. Fees for third-party professionals (accountants, attorneys, care managers, investment advisors, etc.) are passed directly to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Professional Fiduciaries of San Diego, Inc. provides professional fiduciary services including trusteeship, executorship, conservatorship, and guardianship, combined with care management and life management for seniors, individuals with disabilities, and families. Services cover estate planning, bill paying, health advocacy, living arrangements coordination, family mediation, and court-appointed fiduciary roles. The firm is led by licensed attorneys who serve as fiduciaries, providing legal expertise alongside fiduciary duties.

Product overview

Professional Fiduciaries of San Diego, Inc. is a professional fiduciary service company offering a unified suite of services for individuals needing assistance with estate planning, care management, and life management. The company's core offering combines fiduciary services (trustees, executors, conservators, guardians) with legal expertise, providing services under Wills, Trusts, Powers of Attorney, and Health Care Directives. Services include Care Management (connecting with medical professionals and care providers), Life Management (assessing living arrangements and personal affairs), Court-Appointed Fiduciary roles, Family Mediation, and Additional Support Services such as bill paying, appointment setting, and Peace of Mind visits. The company operates as a single-service provider model rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Services Services under Wills, Trusts of all kinds (including Spendthrift Trusts and Special Needs Trusts), Powers of Attorney, Health Care Directives, and other estate planning documents. Provided by attorney-fiduciaries for adults planning for potential future incapacity and for clients needing legally compliant estate documentation.
• Care Management Connecting clients with appropriate medical professionals and care providers, acting as health care agent/power of attorney, and assisting with insurance matters including Medicare/Medicaid and SSI/SSDI. Designed for seniors and individuals needing professional care coordination and health advocacy.
• Life Management Assessment of needs including appropriate living arrangements (assisted living, nursing home, or in-home care), mental stimulation and social activities, financial budgeting, and personal affairs management. Provided for seniors and individuals requiring comprehensive life management support.
• Court-Appointed Fiduciary Services Acting as Guardian, Conservator of the Estate and/or of the Person, Guardian Ad Litem, and Receivers when appointed by Court. Provided for individuals without an existing estate plan or those whose needs require judicial appointment of a fiduciary.
• Trustee and Executor Services Serving as Trustee, Trust Protector, Personal Representative of Estate, and Executor of Will; administering Estates and Trusts including charitable Remainder Trusts. Provided to clients named in estate plans or appointed to administer trusts and estates.
• Family Mediation Mediation services to resolve disputes related to loved one's care and capacity, trust or estate assets, or other difficult family circumstances. Provided for families experiencing conflicts over elder care or estate administration.
• Additional Support Services Bill paying, appointment setting, arranging for in-home care, Peace of Mind visits, and referrals to other professionals including personal care, medication reminders, transportation, and meal preparation/delivery. Provided for clients needing day-to-day life support beyond core fiduciary duties.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Think Dignity (Non-profit)minorOthersCompany principal Kristen Marquis Fritz volunteers with Think Dignity, a non-profit organization in San Diego. Works with the Basic Dignity Coalition to ensure people living on the streets are treated with dignity and respect and not denied their legal rights. This is a personal charitable involvement rather than a business partnership.
• Smaha Law GroupminorOthersReferral relationship for estate planning legal services. The company refers clients to Smaha Law Group for legal assistance with estate plans. Website references Smaha Law Group as a resource for clients needing attorney assistance with estate planning documents.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• SilverBills: Service company that handles bill paying, budgeting, and financial management for seniors on their behalf. Comparable in providing day-to-day financial life management for older adults without nearby family, but focuses on bill-pay administration rather than trustee/executor/court-appointed fiduciary roles.
• True Link Financial: Financial services firm focused on older adults and vulnerable populations, offering spending accounts, agent services, and money management. Comparable in serving the same senior care ecosystem and addressing elder financial vulnerability, but uses a tech-enabled card/account model rather than hourly fiduciary billing.
• EverSafe: Tech-enabled elder financial protection platform that monitors accounts for fraud, scams, and cognitive decline, and coordinates with family or professional fiduciaries. Comparable in targeting the same "elder orphan" market and serving as an extension of the fiduciary monitoring function, but positioned as a software/monitoring layer rather than a full-service fiduciary.
• Lantern (formerly WiserAdvisor / senior financial guidance): Financial guidance and care-navigation platform serving older adults and families seeking advisors for retirement, estate, and care planning. Comparable as a referral and discovery channel for fiduciary services, but operates as a marketplace/matchmaking service rather than a direct fiduciary provider.

Direct peers

• LifeBridge Fiduciary Services: California-based professional fiduciary firm offering trustee, executor, conservator, and care management services to seniors and individuals with disabilities — directly comparable in services, customer base, and regulatory model to Professional Fiduciaries of San Diego.

Broad incumbents

• BNY Mellon Wealth Management Trust & Estate Services: Global custody and wealth manager with a substantial personal trust and estate administration business. Directly comparable in trustee/executor capabilities for HNW clients, but serves a larger, more institutional client base and bundles fiduciary within a broader investment platform.
• U.S. Trust / Bank of America Private Bank Trust Services: National private bank offering personal trust, estate settlement, and fiduciary services to HNW and UHNW clients. Comparable in core trustee and executor capabilities, but embedded in a much larger wealth platform and not specialized in the care management and guardianship coordination that distinguishes PFoSD.
• Wells Fargo Wealth & Investment Management Trust Services: Large bank trust department offering personal trust, estate administration, and fiduciary services as part of a broad wealth management platform. Comparable in delivering fiduciary services but operates at national scale and competes on institutional trust capabilities rather than personal/senior care management.
• State Street Personal Trust (SSIM Trust Company): Large institutional trust company offering personal trust, custody, and estate administration services. Comparable in core fiduciary functions but serves a more institutional/HNW client base, with delivery centered on custody and investment management rather than hands-on care management.

Others

• Professional Fiduciary Association of California: Statewide membership and advocacy organization for licensed professional fiduciaries in California. Comparable as the central professional network and referral ecosystem in which PFoSD operates, but functions as an industry association rather than a competing service provider.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pfosd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Professional Fiduciaries of San Diego, Inc.