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Financial planning in La Jolla, CA

16 advisers in La Jolla offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

Alphacore Capital LLC1200 Prospect St, Suite 200 · La Jolla, CA 92037 · (858) 875-4100 · Financial planningCRD 174346 · % of assets, Fixed fees · $13.0 billion AUMSEC registeredNo commissions reported Canter Wealth7825 Fay Avenue, Suite 140 · La Jolla, CA 92037 · (858) 812-7550 · Financial planningCRD 167828 · % of assets, Fixed fees, Other · $386.5 million AUMSEC registeredNo commissions reported Carter Financial, LLC4225 Executive Square, Suite 1030 · La Jolla, CA 92037 · (858) 678-0579 · Financial planningCRD 298327 · % of assets, Fixed fees · $282.3 million AUMSEC registeredNo commissions reported Castle Coast Wealth, LLC4225 Executive Square, Suite 1030 · La Jolla, CA 92037 · (858) 546-1247 · Financial planningCRD 298439 · % of assets, Hourly charges, Fixed fees · $423.7 million AUMSEC registeredNo commissions reported Coastwise Capital Group, LLC7777 Fay Avenue, Suite G5 · La Jolla, CA 92037 · (858) 454-6670 · Financial planningCRD 139564 · % of assets, Hourly charges, Performance-based fees · $212.2 million AUMSEC registeredNo commissions reported Cosmos Wealth, LLC7596 Eads Avenue, Suite 111 · La Jolla, CA 92037 · (858) 290-3300 · Financial planningCRD 341781 · % of assets, Hourly charges · $191.5 million AUMSEC registeredNo commissions reported D.r. Harris & CO.4275 Executive Square, Suite 200 · La Jolla, CA 92037 · (858) 210-6470 · Financial planningCRD 150174 · Fixed feesState registeredNo commissions reported Financial Alternatives, INC.7825 Fay Avenue, Suite 245 · La Jolla, CA 92037 · (858) 459-8289 · Financial planningCRD 108245 · % of assets, Hourly charges, Fixed fees · $614.8 million AUMSEC registeredNo commissions reported Hamilton Manor & Associates7979 Ivanhoe Ave., Ste 420 · La Jolla, CA 92037 · (858) 551-1040 · Financial planningCRD 155865 · % of assets, Hourly charges, Fixed fees · $188.9 million AUMSEC registeredNo commissions reported Holland Strategic Wealth Advisors LLC4275 Executive Square, Suite 200 · La Jolla, CA 92037 · (760) 305-9050 · Financial planningCRD 334665 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reported

Jet Wealth Advisors4275 Executive Square Drive, Suite 1030 · La Jolla, CA 92037 · (858) 457-1003 · Financial planningCRD 333645 · % of assets · $546.5 million AUMSEC registeredNo commissions reported Nautilus Advisors LLC888 Prospect St., Suite 200 · La Jolla, CA 92037 · (619) 573-4590 · Financial planningCRD 154169 · % of assets, Fixed fees · $304.3 million AUMSEC registeredNo commissions reported Nerad + Deppe Wealth Management4250 Executive Square, Suite 545 · La Jolla, CA 92037 · (858) 457-1325 · Financial planningCRD 151284 · % of assets, Hourly charges, Fixed fees · $176.3 million AUMSEC registeredNo commissions reported Onemoney7449 Girard Avenue · La Jolla, CA 92037 · (858) 232-2524 · Financial planningCRD 155391 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reported Sage Stone Wealth Management LLC7946 Ivanhoe Avenue, Suite 316 · La Jolla, CA 92037 · (858) 412-6404 · Financial planningCRD 155477 · % of assets · $261.4 million AUMSEC registeredNo commissions reported Syrios Wealth Management GroupWall Street Building, 7855 Ivanhoe Avenue, Suite 420 · La Jolla, CA 92037 · (858) 333-6151 · Financial planningCRD 332139 · % of assets, Fixed fees · $424.6 million AUMSEC registeredNo commissions reported