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Financial planning in Encinitas, CA

6 advisers in Encinitas offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 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