Copley Financial Group, Inc. is a fee-based Registered Investment Advisory firm based in San Diego, California. They offer services such as portfolio management for individuals and small businesses, selection of other advisors, and insurance products. Their target audience includes individuals and high net worth individuals. The unique selling proposition is their fee-based model, which aligns client interests with theirs, and their comprehensive financial solutions that include access to a network of financial professionals for diversified needs like tax and estate planning[1][2][3]. They manage $261.9 million in assets and serve clients in California, New York, and Texas[3].