Fee-OnlyFinder

Hourly fees in San Diego, CA

64 advisers in San Diego offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 64

Ats Wealth Management5435 Oberlin Dr., Suite 200 · San Diego, CA 92121 · (858) 643-5757 · Financial planningCRD 137705 · % of assets, Hourly charges, Fixed fees · $383.6 million AUMSEC registeredNo commissions reportedAzimuth Wealth Advisors12636 High Bluff Drive, Suite 400 · San Diego, CA 92130 · (858) 225-8210 · Financial planningCRD 290050 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedBamboo Wealth Strategies3131 Camino Del Rio North, Suite 750 · San Diego, CA 92108 · (619) 289-9670 · Financial planningCRD 170093 · % of assets, Hourly charges, Fixed fees · $235.7 million AUMSEC registeredNo commissions reportedBeta Wealth Group, INC11421 W. Bernardo Court · San Diego, CA 92127 · (858) 207-3377 · Financial planningCRD 165224 · % of assets, Hourly charges, Fixed fees · $460.3 million AUMSEC registeredNo commissions reportedBlue Summit Wealth Management4660 La Jolla Village Drive, Suites 100 & 200 · San Diego, CA 92122 · (619) 698-4330 · Financial planningCRD 148782 · % of assets, Hourly charges, Fixed fees · $211.4 million AUMSEC registeredNo commissions reportedBrian D. Lowder, INC.12760 High Bluff Drive, Suite 370 · San Diego, CA 92130 · (858) 794-6800 · Financial planningCRD 105972 · % of assets, Hourly charges, Fixed fees · $388.1 million AUMSEC registeredNo commissions reportedCadena Financial Planning & Tax Services6540 Lusk Blvd., Suite C-136c · San Diego, CA 92121 · (858) 437-3836 · Financial planningCRD 135892 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMState registeredNo commissions reportedCentura Wealth Advisory12255 El Camino Real, Suite 125 · San Diego, CA 92130 · (858) 771-9500 · Financial planningCRD 296985 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedChan, Arden34800 Bob Wilson Dr, Bldg 3-4 · San Diego, CA 92134 · (619) 453-6791 · Financial planningCRD 304599 · Hourly charges, OtherState registeredNo commissions reportedClelland & Company INC5151 Shoreham Place, Suite 130 · San Diego, CA 92122 · (858) 587-8700 · Financial planningCRD 105406 · % of assets, Hourly charges, Fixed fees · $465.7 million AUMSEC registeredNo commissions reported
Clutinger Williams & Verhoye INC6398 Del Cerro Blvd, Ste 3 · San Diego, CA 92120 · (619) 326-0900 · Financial planningCRD 111082 · % of assets, Hourly charges · $190.2 million AUMSEC registeredNo commissions reportedCopia Wealth Management Advisors, INC.2333 Camino Del Rio South,, Suite 240 · San Diego, CA 92108 · (619) 640-2622 · Financial planningCRD 288286 · % of assets, Hourly charges, Fixed fees · $19.7 million AUMState registeredNo commissions reportedCorlett Financial, INC.9655 Granite Ridge Drive, Suite 200 · San Diego, CA 92123 · (619) 261-2248 · Financial planningCRD 289019 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reportedCreative Capital Management Investments LLC6265 Greenwich Drive, Suite 201 · San Diego, CA 92122 · (619) 298-3993 · Financial planningCRD 286567 · % of assets, Hourly charges, Fixed fees · $780.4 million AUMSEC registeredNo commissions reportedD'arcy Capital Management, LLC12625 High Bluff Drive, Suite 314 · San Diego, CA 92130 · (858) 461-4391 · Financial planningCRD 156264 · % of assets, Hourly charges, Fixed fees · $225.6 million AUMSEC registeredNo commissions reportedDean Roland Russell, LLC16880 West Bernardo Drive, Suite 170 · San Diego, CA 92127 · (858) 485-8547 · Financial planningCRD 109480 · % of assets, Hourly charges, Fixed fees · $351.2 million AUMSEC registeredNo commissions reportedDecision Investments, INC.4445 Eastgate Mall, Ste 200 · San Diego, CA 92121 · (858) 812-3026 · Financial planningCRD 145073 · % of assets, Hourly charges, Fixed fees · $154.9 million AUMSEC registeredNo commissions reportedDefine Financial, LLC12526 High Bluff Drive, Suite 270 · San Diego, CA 92130 · (858) 345-1197 · Financial planningCRD 286648 · % of assets, Hourly charges, Fixed fees · $314.6 million AUMSEC registeredNo commissions reportedElite Wealth Management, LLC2727 Camino Del Rio S, Suite 150 · San Diego, CA 92108 · (858) 372-2762 · Financial planningCRD 317481 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMState registeredNo commissions reportedEncompass Financial Services12636 High Bluff Dr. #110 · San Diego, CA 92130 · (858) 848-4844 · Financial planningCRD 331597 · % of assets, Hourly charges, Fixed fees · $2.2 million AUMState registeredNo commissions reportedFinancial Sense Advisors, INC.10920 Via Frontera, Suite 500 · San Diego, CA 92127 · (858) 487-3939 · Financial planningCRD 111090 · % of assets, Hourly charges, Fixed fees · $835.6 million AUMSEC registeredNo commissions reportedFocused Mission Financial11440 W. Bernardo Court, Suite 300 · San Diego, CA 92127 · (619) 279-5002 · Financial planningCRD 322953 · % of assets, Hourly charges, Fixed fees · $64.7 million AUMState registeredNo commissions reportedGradient Capital Advisors, LLC2125 Poinsettia Drive · San Diego, CA 92107 · (619) 255-0700 · Financial planningCRD 168912 · % of assets, Hourly charges, Fixed fees · $742.2 million AUMSEC registeredNo commissions reportedHeritage Wealth Management, INC.11440 W. Bernardo CT., Ste 390 · San Diego, CA 92127 · (858) 613-9191 · Financial planningCRD 316956 · % of assets, Hourly charges, Fixed fees · $643.4 million AUMSEC registeredNo commissions reportedKachkovsky & Fisher, INC.3202 Governor Drive, Suite 204 · San Diego, CA 92122 · (858) 450-9711 · Financial planningCRD 117811 · % of assets, Hourly charges, Fixed fees · $305.1 million AUMSEC registeredNo commissions reportedKingswood Wealth Advisors, LLC11440 W. Bernardo Court, Suite 300 · San Diego, CA 92127 · (800) 535-6981 · Financial planningCRD 288792 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedLightcap Financial Group, LLC2869 Historic Decatur Rd. · San Diego, CA 92106 · (858) 402-0993 · Financial planningCRD 334873 · % of assets, Hourly charges, Fixed fees · $18.7 million AUMState registeredNo commissions reportedM Wealth Management, LLC13520 Evening Creek Dr. North, Suite 130 · San Diego, CA 92128 · (855) 635-2763 · Financial planningCRD 281532 · % of assets, Hourly charges, Fixed fees · $177.6 million AUMSEC registeredNo commissions reportedMcNaughton Wealth Management, LLC3655 Nobel Drive, Suite 490 · San Diego, CA 92122 · (858) 693-2310 · Financial planningCRD 300330 · % of assets, Hourly charges, Fixed fees · $291.6 million AUMSEC registeredNo commissions reportedMeasured Risk Portfolios5230 Carroll Canyon Road, #224 · San Diego, CA 92121 · (858) 935-1125 · Financial planningCRD 141422 · % of assets, Hourly charges, Performance-based fees · $597.2 million AUMSEC registeredNo commissions reportedMission Hills Financial Advisory LLC1633 West Lewis St · San Diego, CA 92103 · (619) 294-9420 · Financial planningCRD 328516 · % of assets, Hourly charges, Fixed fees · $274.1 million AUMSEC registeredNo commissions reportedNext Gen Financial Planning1455 Frazee Rd, Suite 543 · San Diego, CA 92108 · (619) 259-0584 · Financial planningCRD 337683 · % of assets, Hourly charges, Fixed fees · $43.5 million AUMState registeredNo commissions reportedOsborne Capital Management1545 Grand Avenue · San Diego, CA 92109 · (858) 373-7591 · Financial planningCRD 144394 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedPacific Capital Associates4747 Viewridge Ave, Suite 107 · San Diego, CA 92123 · (858) 560-5244 · Financial planningCRD 160407 · % of assets, Hourly charges, Fixed fees · $258.8 million AUMSEC registeredNo commissions reportedPacific Point Advisors, LLC12626 High Bluff Drive, Suite 200 · San Diego, CA 92130 · (858) 356-6600 · Financial planningCRD 310731 · % of assets, Hourly charges, Fixed fees · $389.6 million AUMSEC registeredNo commissions reportedPacific Wealth Management11512 El Camino Real Ste 350 · San Diego, CA 92130 · (858) 509-9797 · Financial planningCRD 113217 · % of assets, Hourly charges, Fixed fees · $371.9 million AUMSEC registeredNo commissions reportedPathview Wealth Advisors1455 Frazee Road, Suite 700 · San Diego, CA 92108 · (619) 295-0200 · Financial planningCRD 308292 · % of assets, Hourly charges, Fixed fees · $583.0 million AUMSEC registeredNo commissions reportedPlatt Wealth Management3838 Camino Del Rio North, Suite 365 · San Diego, CA 92108 · (619) 255-9554 · Financial planningCRD 297487 · % of assets, Hourly charges, Fixed fees · $390.6 million AUMSEC registeredNo commissions reportedPremier Wealth Advisors, LLC12531 High Bluff Drive, Suite 110 · San Diego, CA 92130 · (858) 668-0776 · Financial planningCRD 285510 · % of assets, Hourly charges, Fixed fees · $694.9 million AUMSEC registeredNo commissions reportedPresidio Capital Management, LLC12626 High Bluff Drive, Ste 150 · San Diego, CA 92130 · (858) 461-4959 · Financial planningCRD 304501 · % of assets, Hourly charges, Fixed fees · $498.9 million AUMSEC registeredNo commissions reportedQualified Planning2635 Camino Del Rio South, Ste. 210 · San Diego, CA 92108 · (619) 309-4700 · Financial planningCRD 304788 · % of assets, Hourly charges, Fixed fees · $44.6 million AUMState registeredNo commissions reportedRj Patterson Group402 West Broadway, Suite 2600 · San Diego, CA 92101 · (619) 331-4133 · Financial planningCRD 281752 · % of assets, Hourly charges, Fixed fees · $142.4 million AUMSEC registeredNo commissions reportedSanta Fe' Wealth Management5755 Oberlin Drive, Suite 301 · San Diego, CA 92121 · (619) 977-5223 · Financial planningCRD 140810 · % of assets, Hourly charges, Fixed fees · $13.8 million AUMState registeredNo commissions reportedSantara Wealth Management LLC350 10th Avenue Suite 1000 · San Diego, CA 92101 · (619) 997-5368 · Financial planningCRD 333780 · % of assets, Hourly charges, Fixed fees · $75.5 million AUMState registeredNo commissions reportedSilvia McColl Wealth Management, LLC600 W Broadway, Suite 700 · San Diego, CA 92101 · (619) 637-9920 · Financial planningCRD 295339 · % of assets, Hourly charges, Fixed fees · $283.4 million AUMSEC registeredNo commissions reportedSimplifi, INC.9666 Businesspark Ave, Suite 111 · San Diego, CA 92131 · (858) 695-6600 · Financial planningCRD 154900 · % of assets, Hourly charges, Fixed fees · $276.1 million AUMSEC registeredNo commissions reportedSovran Advisors, LLC3131 Camino Del Rio N., Suite 800 · San Diego, CA 92108 · (619) 281-9890 · Financial planningCRD 329415 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedSuperior Planning Wealth Management & Family Office10085 Carroll Canyon Road, Suite 150 · San Diego, CA 92131 · (858) 546-1046 · Financial planningCRD 130711 · % of assets, Hourly charges, Other · $349.6 million AUMSEC registeredNo commissions reportedTaxable Wealth13520 Evening Creek Dr N, Ste 130 · San Diego, CA 92128 · (858) 221-7521 · Financial planningCRD 304187 · % of assets, Hourly charges, Fixed fees · $91.2 million AUMState registeredNo commissions reportedTelos Capital Management, INC.13480 Evening Creek Drive North, Suite 250 · San Diego, CA 92128 · (858) 271-6350 · Financial planningCRD 149108 · % of assets, Hourly charges, Other · $1.6 billion AUMSEC registeredNo commissions reportedThrive Portfolios1650 Garnet Ave., #1137 · San Diego, CA 92109 · (858) 208-0405 · Financial planningCRD 314414 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedTidemark, LLC5405 Morehouse Dr., Suite 345 · San Diego, CA 92121 · (888) 791-0197 · Financial planningCRD 327611 · % of assets, Hourly charges, Fixed fees · $462.5 million AUMSEC registeredNo commissions reportedTorren Management, LLC401 B Street, Suite 1900 · San Diego, CA 92101 · (619) 649-0700 · Financial planningCRD 329263 · % of assets, Hourly charges, Fixed fees · $373.5 million AUMSEC registeredNo commissions reportedTorrey Wealth, LLC4660 La Jolla Village Dr, Suite 100 · San Diego, CA 92122 · (858) 732-5300 · Financial planningCRD 310688 · % of assets, Hourly charges, Fixed fees · $176.7 million AUMSEC registeredNo commissions reportedVan Nostrand Wealth Management LLC11440 W Bernardo CT, Suite 204 · San Diego, CA 92127 · (858) 487-5195 · Financial planningCRD 304200 · % of assets, Hourly charges, Fixed fees · $60.1 million AUMState registeredNo commissions reportedWard & Associates3525 Del Mar Heights Road, # 333 · San Diego, CA 92130 · (858) 759-5330 · Financial planningCRD 107878 · % of assets, Hourly charges · $187.2 million AUMSEC registeredNo commissions reportedWealth Alliance, LLC12544 High Bluff Drive, Suite 200 · San Diego, CA 92130 · (858) 793-0513 · Financial planningCRD 140630 · % of assets, Hourly charges, Fixed fees · $70.0 million AUMState registeredNo commissions reportedWealth Analytics Partners, LLC12526 High Bluff Dr., Suite 238 · San Diego, CA 92130 · (858) 794-2100 · Financial planningCRD 140115 · % of assets, Hourly charges, Fixed fees · $316.0 million AUMSEC registeredNo commissions reportedWealth Legacy Group, INC.4540 Kearny Villa Road, Suite 114 · San Diego, CA 92123 · (858) 569-0633 · Financial planningCRD 145705 · % of assets, Hourly charges, Fixed fees · $97.2 million AUMState registeredNo commissions reportedWealthetic LLC5755 Oberlin Dr, #301 · San Diego, CA 92121 · (858) 750-1618 · Financial planningCRD 334809 · % of assets, Hourly charges, Fixed fees · $16.4 million AUMState registeredNo commissions reportedWillow Creek Financial9820 Willow Creek Road, Suite 210 · San Diego, CA 92131 · (858) 634-3232 · Financial planningCRD 285670 · % of assets, Hourly charges, Fixed fees · $528.8 million AUMSEC registeredNo commissions reportedWilsey Asset Management Incorporated10620 Treena Street, Ste 100 · San Diego, CA 92131 · (858) 224-0004 · Financial planningCRD 130482 · % of assets, Hourly charges, Fixed fees · $768.5 million AUMSEC registeredNo commissions reportedZermatt Wealth Advisors2251 San Diego Ave, Suite B-257 · San Diego, CA 92110 · (619) 491-0225 · Financial planningCRD 307404 · % of assets, Hourly charges, Fixed fees · $206.9 million AUMSEC registeredNo commissions reportedZermatt Wealth Partners2251 San Diego Ave., Suite B-257 · San Diego, CA 92110 · (619) 491-0225 · Hourly feesCRD 105736 · % of assets, Hourly charges, Fixed fees · $158.4 million AUMSEC registeredNo commissions reported