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Financial planning in Escondido, CA

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

All 4

Harvestwise Wealth Planning500 La Terraza Blvd., Suite 150 · Escondido, CA 92025 · (858) 310-1920 · Financial planningCRD 333146 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reported Law Office of Jamie Townsend249 E. Fourth Avenue · Escondido, CA 92025 · (760) 612-9707 · Financial planningCRD 317343 · Hourly chargesState registeredNo commissions reported Red Seven960 Canterbury Place Suite 380 · Escondido, CA 92025 · (760) 705-3520 · Financial planningCRD 168542 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reported Vector Financial Solutions, INC.139 East 3rd Ave · Escondido, CA 92025 · (760) 741-3159 · Financial planningCRD 291895 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reported