Fee-OnlyFinder

Retirement plan consulting in San Diego, CA

41 advisers in San Diego offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 41

Bamboo 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 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 reportedChokshi & Queen Wealth Advisors4510 Executive Drive, Suite 203 · San Diego, CA 92121 · (858) 550-0030 · Financial planningCRD 313833 · % of assets, Fixed fees, Performance-based fees · $263.3 million AUMSEC registeredNo commissions reportedChristopher Weil & CO INC11236 El Camino Real, Suite 200 · San Diego, CA 92130 · (858) 724-6040 · Financial planningCRD 22090 · % of assets, Fixed fees · $896.2 million AUMSEC 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 reportedClutinger 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 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 reportedEiger Wealth Management, LLC16855 West Bernardo Drive, Suite 310 · San Diego, CA 92127 · (858) 769-0100 · Financial planningCRD 304321 · % of assets, Fixed fees · $338.7 million AUMSEC registeredNo commissions reported
Elite 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 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 reportedGoldman Wealth Management12544 High Bluff Drive, Suite 200 · San Diego, CA 92130 · (858) 361-3698 · Financial planningCRD 290153 · % of assets, Fixed fees · $120.0 million AUMSEC 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 reportedHarvesting Gains Corporation7636 Marker Rd · San Diego, CA 92130 · (619) 300-6945 · Financial planningCRD 341790 · % of assetsState registeredNo commissions reportedIllumination Wealth Management11622 El Camino Real, Suite 100 · San Diego, CA 92130 · (858) 246-6855 · Financial planningCRD 149576 · % of assets, Fixed fees · $471.1 million AUMSEC registeredNo commissions reportedInternational Private Wealth Advisors LLC3160 Camino Del Rio South, Ste 313 · San Diego, CA 92108 · (858) 384-5700 · Financial planningCRD 323032 · % of assets, Fixed fees · $255.3 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 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 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 reportedPathlight Wealth Management17085 Via Del Campo · San Diego, CA 92127 · (858) 436-1340 · Financial planningCRD 331642 · % of assets, Fixed fees · $23.8 million AUMState 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 reportedPracticecfo Investments13400 Sabre Springs Parkway, Suite 255 · San Diego, CA 92128 · (800) 675-2712 · Financial planningCRD 167771 · % of assets, Fixed fees · $401.6 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 reportedPure Financial Advisors, LLC3131 Camino Del Rio N, Suite 1550 · San Diego, CA 92108 · (866) 876-7873 · Financial planningCRD 144316 · % of assets, Fixed fees · $11.1 billion 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 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 reportedSatori Wealth Management, INC.4660 La Jolla Village Drive, Suite 100 · San Diego, CA 92122 · (619) 305-0553 · Financial planningCRD 287979 · % of assets, Fixed fees · $74.7 million AUMState registeredNo commissions reportedSikorski Wealth Management, LLC110 W a St., Suite 960 · San Diego, CA 92101 · (619) 363-6007 · Financial planningCRD 312805 · % of assets · $139.6 million AUMSEC 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 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 reportedStirling 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 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 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 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 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 reported