Fee-OnlyFinder

Advisers in Del Mar, CA

6 advisers in Del Mar — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (5)

All advisers

Del Mar Wealth Management INC1110 Camino Del Mar, Suite B · Del Mar, CA 92014 · (858) 480-3818 · Financial planningCRD 175022 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reportedFlightpath Financial Planning445 Marine View Avenue, Suite 305 · Del Mar, CA 92014 · (858) 386-0917 · Financial planningCRD 318701 · % of assets, Hourly charges, Fixed fees · $11.1 million AUMState registeredNo commissions reportedJsb Capital Management, LLC1442 Camino Del Mar, Suite 214 · Del Mar, CA 92014 · (858) 436-2400 · % of assets managedCRD 161174 · % of assets · $10.3 million AUMState registeredNo commissions reportedLanyon Advisory Services3790 Via De La Valle, Suite 306e · Del Mar, CA 92014 · (760) 492-2052 · Financial planningCRD 282424 · % of assets, Hourly charges, Fixed fees · $109.0 million AUMState registeredNo commissions reportedTorrey Growth & Income Advisors, LLC1233 Camino Del Mar · Del Mar, CA 92014 · (760) 274-2744 · Financial planningCRD 139940 · % of assets, Hourly charges, Fixed fees · $328.4 million AUMSEC registeredNo commissions reportedWeatherly Asset Management832 Camino Del Mar, Suite 4 · Del Mar, CA 92014 · (858) 259-4507 · Financial planningCRD 106935 · % of assets, Fixed fees, Other · $1.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Del Mar? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.