Fee-OnlyFinder

Advisers in San Diego, CA

126 advisers in San Diego — 126 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (95)Hourly fees (64)Flat / fixed fees (87)% of assets managed (123)Retirement plan consulting (41)

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Stirling Financial Group402 West Broadway, Suite 1100 · San Diego, CA 92101 · (619) 435-1210 · Financial planningCRD 327004 · % of assets, Fixed fees · $179.7 million AUMSEC registeredNo commissions reportedStolper & CO., INC.2305 Historic Decatur Rd, Suite 100 · San Diego, CA 92106 · (619) 231-9102 · Financial planningCRD 6911 · % of assets, Fixed fees · $615.7 million 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 reportedTed Buchan & Company12396 World Trade Drive, Suite 112 · San Diego, CA 92128 · (858) 605-0686 · Financial planningCRD 140722 · % of assets, Fixed fees · $413.2 million AUMSEC 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 reportedThe Holland Group, INC.701 B Street, Suite 1830 · San Diego, CA 92101 · (619) 401-8892 · % of assets managedCRD 135294 · % of assets · $96.4 million AUMState 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 reported
Torrey Pines Financial, INC.11440 West Bernardo Court, Suite 300 · San Diego, CA 92127 · (858) 453-5136 · Financial planningCRD 288213 · % of assets, Fixed fees · $34.8 million AUMState 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 reportedTrivant Custom Portfolio Group LLC600 W Broadway, Suite 225 · San Diego, CA 92101 · (619) 286-3930 · % of assets managedCRD 129803 · % of assets · $239.4 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 reportedWealth Rescue Strategies, INC.10089 Willow Creek Rd, #200 · San Diego, CA 92131 · (619) 952-7035 · Flat / fixed feesCRD 146965 · % of assets, Fixed fees · $58.5 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 reportedWestern Financial Corporation13400 Sabre Springs Parkway, Ste. 170 · San Diego, CA 92128 · (619) 544-0260 · Financial planningCRD 6118 · % of assets · $414.4 million AUMSEC 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 reportedYield Growth Advisors12526 High Bluff Drive, Suite 300 · San Diego, CA 92130 · (619) 629-0072 · % of assets managedCRD 328437 · % of assets · $4.8 million AUMState 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
Talking to advisers in San Diego? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.