Fee-OnlyFinder

% of assets managed in La Jolla, CA

28 advisers in La Jolla offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 28

Allen Financial Advisement, INC.4275 Executive Square,, Suite 200 · La Jolla, CA 92037 · (858) 964-2309 · Flat / fixed feesCRD 337542 · % of assets, Fixed fees · $6.7 million AUMState registeredNo commissions reportedAlphacore 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 reportedBrandes Investment Partners, LP4275 Executive Square, 5th Floor · La Jolla, CA 92037 · (858) 755-0239 · Flat / fixed feesCRD 105404 · % of assets, Fixed fees, Performance-based fees · $40.6 billion AUMSEC registeredNo commissions reportedCanter 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 reportedCarter 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 reportedCastle 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 reportedCoastwise 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 reportedCosmos 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 reportedFinancial 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 reportedFrontier Global Partners LLC7817 Ivanhoe Avenue, Suite 200 · La Jolla, CA 92037 · (858) 456-1440 · % of assets managedCRD 145341 · % of assets, Performance-based fees · $713.1 million AUMSEC registeredNo commissions reported
Grow Funds LLC4275 Executive Square, Suite 335 · La Jolla, CA 92037 · (619) 717-8009 · Flat / fixed feesCRD 269960 · % of assets, Fixed fees, Performance-based fees · $86.5 million AUMState registeredNo commissions reportedHamilton 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 reportedHiggins Capital Management, INC.2223 Avenida De La Playa, Suite 210 · La Jolla, CA 92307 · (800) 716-6510 · Hourly feesCRD 39985 · % of assets, Hourly charges, Fixed fees · $7.7 million AUMState registeredNo commissions reportedHolland 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 reportedJet 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 reportedLa Jolla Institute for Wealth Management7946 Ivanhoe Avenue, Suite 214 · La Jolla, CA 92037 · (858) 459-8818 · Flat / fixed feesCRD 109340 · % of assets, Fixed fees · $45.2 million AUMState registeredNo commissions reportedMundoval Capital Management, INC.7855 Ivanhoe Avenue Suite 210 · La Jolla, CA 92037 · (858) 454-4837 · Flat / fixed feesCRD 132553 · % of assets, Fixed fees · $91.9 million AUMSEC registeredNo commissions reportedNautilus 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 reportedNerad + 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 reportedOnemoney7449 Girard Avenue · La Jolla, CA 92037 · (858) 232-2524 · Financial planningCRD 155391 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reportedPacific Equity Advisors LLC7946 Ivanhoe Avenue, Suite 302 · La Jolla, CA 92037 · (858) 459-1930 · % of assets managedCRD 328540 · % of assets · $268,210 AUMState registeredNo commissions reportedPacific Spirit Investments LP2223 Avenida De La Playa, Suite 206 · La Jolla, CA 92037 · (858) 775-9770 · Flat / fixed feesCRD 331583 · % of assets, Fixed fees, Performance-based fees · $19.5 million AUMState registeredNo commissions reportedPrivate Portfolio of San Diego7816 Ivanhoe Ave Ste 10 · La Jolla, CA 92037 · (858) 551-2071 · % of assets managedCRD 36644 · % of assets · $50.0 million AUMState registeredNo commissions reportedSage 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 reportedStepstone Group LP4225 Executive Square, Suite 1600 · La Jolla, CA 92037 · (858) 558-9700 · Flat / fixed feesCRD 143635 · % of assets, Fixed fees, Performance-based fees · $107.8 billion AUMSEC registeredNo commissions reportedSyrios 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 reportedThe Tides Group2255 Avenida De La Playa, Suite 3 · La Jolla, CA 92037 · (310) 433-7254 · % of assets managedCRD 310110 · % of assets, Performance-based fees · $2.2 million AUMState registeredNo commissions reportedTorreyana Capital7979 Ivanhoe Avenue, Suite 460 · La Jolla, CA 92037 · (619) 837-7996 · % of assets managedCRD 329075 · % of assets, Performance-based fees · $837.4 million AUMSEC registeredNo commissions reported