Fee-OnlyFinder

Hourly fees in Carlsbad, CA

17 advisers in Carlsbad offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 17

Anchor Bay Capital, INC.5780 Fleet St., Suite 308 · Carlsbad, CA 92008 · (760) 602-3470 · Financial planningCRD 116913 · % of assets, Hourly charges, Fixed fees · $247.1 million AUMSEC registeredNo commissions reportedAntone Asset Management, INC701 Palomar Airport Road Ste 300 · Carlsbad, CA 92011 · (760) 730-3079 · Financial planningCRD 141468 · % of assets, Hourly charges · $18.4 million AUMState registeredNo commissions reportedAxxcess Wealth Management, LLC6005 Hidden Valley Road, Suite 290 · Carlsbad, CA 92011 · (858) 217-5347 · Financial planningCRD 164081 · % of assets, Hourly charges, Fixed fees · $8.9 billion AUMSEC registeredNo commissions reportedBirchwood Capital2385 Camino Vida Roble, Suite 100 · Carlsbad, CA 92011 · (760) 230-3893 · Financial planningCRD 310219 · Hourly charges, Fixed fees · $105.2 million AUMState registeredNo commissions reportedCentered Financial701 Palomar Airport Road, Suite 300 · Carlsbad, CA 92011 · (760) 931-4729 · Financial planningCRD 304535 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reportedCornerstone Wealth Advisors, INC.1808 Aston Avenue, Suite 150 · Carlsbad, CA 92008 · (760) 476-1376 · Financial planningCRD 309544 · % of assets, Hourly charges, Fixed fees · $145.6 million AUMSEC registeredNo commissions reportedDBA Seaside Financial & Insurance Services2888 Loker Ave East, Suite 110 · Carlsbad, CA 92010 · (760) 433-4632 · Financial planningCRD 289985 · % of assets, Hourly charges, Fixed fees · $81.2 million AUMState registeredNo commissions reportedFinances for Life, LLC5857 Owens Avenue, Suite 300 · Carlsbad, CA 92008 · (877) 335-4110 · Financial planningCRD 166163 · % of assets, Hourly charges, Fixed fees · $793,200 AUMState registeredNo commissions reportedFinancial Focus LLC1925 Palomar Oaks Way, #107 · Carlsbad, CA 92008 · (760) 431-3040 · Financial planningCRD 282177 · % of assets, Hourly charges, Fixed fees · $800.0 million AUMSEC registeredNo commissions reportedFonte Financial Advisors703 Palomar Airport Road, Suite 240 · Carlsbad, CA 92011 · (858) 800-4176 · Financial planningCRD 311162 · % of assets, Hourly charges · $158.1 million AUMSEC registeredNo commissions reported
Frank Financial Advisors2710 Loker Avenue West, Suite 230 · Carlsbad, CA 92010 · (760) 438-3360 · Financial planningCRD 147537 · % of assets, Hourly charges, Fixed fees · $188.2 million AUMSEC registeredNo commissions reportedIntelligence Driven Advisers, LLC2792 Gateway Road · Carlsbad, CA 92009 · (888) 401-2083 · Financial planningCRD 299589 · % of assets, Hourly charges, Fixed fees · $881.9 million AUMSEC registeredNo commissions reportedJmo Financial2930 San Bristo Way · Carlsbad, CA 92009 · (760) 944-0774 · Financial planningCRD 175086 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedSeaside Wealth Management, INC.6154 Innovation Way · Carlsbad, CA 92009 · (760) 730-8120 · Financial planningCRD 271039 · % of assets, Hourly charges, Fixed fees · $459.3 million AUMSEC registeredNo commissions reportedVistica Wealth Advisors, LLC2121 Palomar Airport Road, Suite 160 · Carlsbad, CA 92011 · (760) 854-4003 · Financial planningCRD 147297 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedWealthbuilders, LLC5451 Avenida Encinas, Suite 126b · Carlsbad, CA 92008 · (760) 454-9468 · Financial planningCRD 286348 · % of assets, Hourly charges, Fixed fees · $53.9 million AUMState registeredNo commissions reportedWealthrise Financial Planning, LLC5938 Priestly Dr., Suite 103 · Carlsbad, CA 92008 · (760) 508-0368 · Financial planningCRD 283764 · % of assets, Hourly charges · $136.0 million AUMSEC registeredNo commissions reported