Fee-Only Financial Planners in:
San Diego, California

These San Diego, California Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

San Diego, California Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Brian Matter, CFP®
Creative Capital Management Investments LLC
San Diego CA
Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Mike Skolnick, CPA/PFS
Axiom Advisory, LLC
San Francisco CA, San Diego CA, San Mateo CA
Fee-Only Financial Advisor Serving Clients Virtually, In-person in San Francisco and San Diego, by Email, or Phone.
Jeffrey Platt, CFP®, CFA®, JD
Wealth Quest Partners, Inc.
San Diego CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Jon Beyrer, CFP®, EA
Blankinship & Foster, LLC
Solana Beach CA, Del Mar CA, Carlsbad CA, La Jolla CA, San Diego CA, Poway CA
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Stefan Prvanov, CFP®
Blankinship & Foster, LLC
Solana Beach CA, Carlsbad CA, San Diego CA, Rancho Santa Fe CA, Encinitas CA
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Matt Balderston, CFP®
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Valerie Peck, CFP®, MBA
Peck Financial Advisors
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Scott Frank, CFA®, CFP®
Stone Steps Financial LLC
Encinitas CA, Carlsbad CA, Solana Beach CA, San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Leslie Merrithew, EA, CFP®
Merrithew & Thorsten
San Diego CA
Fee-Only Financial Advisor serving San Diego, CA area.
Steven Fox, CFP®, EA
Next Gen Financial Planning
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Jodi Vleck, CFP®
Beta Wealth Group
San Diego CA
Fee-Only Financial Planner serving the San Diego, CA area.
Michael Pash, CFP®, AIF®
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee-Only Financial Planner serving the San Diego, CA area.
Christopher Van Slyke, CFP®
WorthPointe
San Diego CA, Austin TX, Bedford TX, San Diego CA
Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Orange County
Anthony Ferreira, CFP®
WorthPointe
La Jolla CA, San Diego CA
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Joseph Anderson, CFP®, AIF
Pure Financial Advisors, Inc.
San Diego CA, Irvine CA, Woodland Hills CA
Fee-Only Financial Advisor serving San Diego, CA area.
Charles Stanley, CFP®, ChFC®, AIF®, CKA®
WorthPointe
San Diego CA, San Diego CA
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Taylor Schulte, CFP®
Define Financial
San Diego CA
Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco
Cady North, CFP®, MBA
North Financial Advisors LLC
San Diego CA, Washington DC
Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.
Mary Van Nostrand - duttenhofer advisory group - San Diego CA
Steve Doster, CFP®, MBA - Rowling & Associates - San Diego CA
Matthew Showley, CFP® - Creative Capital Management Investments LLC - San Diego CA
Mary Dean, CFP®, CPA, MBA - Dean Consulting & Associates - San Diego CA
Hal Schweiger, CFP® - Blue Water Capital Management, LLC - San Diego CA
Gregory Richardson, CFP® - Dowling & Yahnke, Inc. - San Diego CA
Glenda Moehlenpah - Financial Bridges - San Diego CA
Andrew Russell - Dean Roland Russell - San Diego CA
Greg Jankowski - Delphi Private Advisors - San Diego CA
Kate Fries, CFP® - The Family Firm, Inc. - San Diego CA, Bethesda MD
Babak Gahvari - Pure Financial Advisors, Inc. - San Diego CA
Paul Hynes - HearthStone Private Wealth Management - San Diego CA
Marc Roland, CPA/PFS, CFP® - Dean Roland Russell - San Diego CA
Christine Skoczek - Skoczek & Associates LLC - San Diego CA
Lorenzo Sanchez - Rowling & Associates - San Diego CA
Jean Sinclair - Avenue Advisors, LLC - San Diego CA
Margot Dorn, CFP®, CPA, MSBA - Dorn Financial - San Diego CA
Eric Hamel - Pure Financial Advisors, Inc. - San Diego CA
Sheryl Rowling - Rowling & Associates - San Diego CA
Alicia Butera, CFP® - Planning Within Reach - San Diego CA
Mary Beth Storjohann, CFP® - workable wealth - San Diego CA