Fee-OnlyFinder

Advisers in Encinitas, CA

8 advisers in Encinitas — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Cooper Capital Group280 N Coast Highway 101 · Encinitas, CA 92024 · (760) 452-6114 · Financial planningCRD 305121 · % of assets, Hourly charges, Fixed fees · $282.9 million AUMSEC registeredNo commissions reportedIndependent Wealth Solutions763 2nd St, Suite 200 · Encinitas, CA 92024 · (760) 942-1880 · % of assets managedCRD 281216 · % of assets, Other · $5.3 million AUMState registeredNo commissions reportedKelly Financial Group LLC332 Encinitas Blvd Suite 100 · Encinitas, CA 92024 · (760) 452-8002 · Financial planningCRD 282172 · % of assets, Hourly charges · $89.6 million AUMState registeredNo commissions reportedLonghouse Wealth Management187 Calle Magdalena, Suite 103 · Encinitas, CA 92024 · (760) 642-1100 · % of assets managedCRD 298119 · % of assets · $7.3 million AUMState registeredNo commissions reportedSalient Wealth Planning171 Saxony Road, Suite 211 · Encinitas, CA 92024 · (858) 768-0096 · Financial planningCRD 327885 · % of assets, Fixed fees · $239.4 million AUMSEC registeredNo commissions reportedStone Steps Financial, LLC533 Second Street, Suite 207 · Encinitas, CA 92024 · (760) 456-7147 · Financial planningCRD 175289 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reportedStout Capital Management LLC721 N Vulcan Ave. Ste 206 · Encinitas, CA 92024 · (760) 230-8746 · Financial planningCRD 342154 · % of assets, Hourly charges, Fixed fees · $76.7 million AUMState registeredNo commissions reportedThe Garrett Group1496 Neptune Ave · Encinitas, CA 92024 · (858) 922-0192 · Financial planningCRD 145451 · % of assets · $6.0 million AUMState registeredNo commissions reported
Talking to advisers in Encinitas? 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.