Fee-Only Financial Planners in San Diego, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in San Diego, CA:

Chris Cooper

CFP®

Chris Cooper & Company

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA

I can work with clients anywhere!

Steven Fox

CFP®, EA

Next Gen Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning

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.

Jeffrey Platt

CFP®, CFA, JD

Wealth Quest Partners, Inc.

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Michael Pash

CFP®, AIF®

Pure Financial Advisors, Inc.

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Nannette Kamien

CFP®, MBA

Inspiration Financial Planning

Carlsbad, CA

Specialties: Financial Planning, Education Planning, Cash Flow/Budgeting, Retirement Planning, Employee Benefits Review, Investment Planning

The North County San Diego area is our home base. We work with clients virtually and in-person throughout the United States, with convenient meeting times based on your schedule.

Jodi Vleck

CFP®

Beta Wealth Group

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Taylor Schulte

CFP®

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Maximizing Investment Returns, Optimizing Insurance Policies, Mitigating Taxes

Fee-Only Financial Planner San Diego, Los Angeles, Santa Barbara, San Francisco

Leslie Merrithew

EA, CFP®

Merrithew & Thorsten

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Matt Balderston

CFP®

Pure Financial Advisors, Inc.

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Mike Skolnick

CPA/PFS

Axiom Advisory, LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor Serving Clients Virtually, In-person in San Francisco and San Diego, by Email, or Phone.

Valerie Peck

CFP®, MBA

Peck Financial Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Brian Matter

CFP®

Creative Capital Management Investments LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide

Christopher Van Slyke

CFP®

WorthPointe

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth

Jon Beyrer

CFP®, EA

Blankinship & Foster, LLC

La Jolla, CA

Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, Investment Management, Executive Benefits Planning

Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

Joseph Anderson

CFP®, AIF®

Pure Financial Advisors, Inc.

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Charles Stanley

CFP®, ChFC®, AIF®, CKA

WorthPointe

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Stefan Prvanov

CFP®

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

I can work with clients anywhere!

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted

Alan Clopine

Pure Financial Advisors, Inc.

San Diego, CA

Paul Hynes

HearthStone | Private Wealth Management

San Diego, CA

Kate Fries

The Family Firm

San Diego, CA

Michael Bernier

Pure Financial Advisors, Inc.

San Diego, CA

Karin McKerahan

CFP®, MBA, RIA

McKerahan Financial Services

Temecula, CA

Matthew Horsley

Pure Financial Advisors, Inc.

San Diego, CA

Ariel Ward

Workable Wealth

San Diego, CA

Matthew Showley

Creative Capital Management Investments LLC

San Diego, CA

Gregory J. Richardson

MS, MPAS®, CFP®

Dowling & Yahnke, LLC

San Diego, CA

Nick Geraci

Rowling & Associates

San Diego, CA

Andrew Russell

Dean Roland Russell

San Diego, CA

Juan Aguilar

Rowling & Associates

San Diego, CA

Lynn Buchholz

CFP®, MBA

Buchholz Financial Planning

San Diego, CA

Michael Fenison

Pure Financial Advisors, Inc.

San Diego, CA

Marc Roland

Dean Roland Russell

San Diego, CA

Robert McCullock

Pure Financial Advisors, Inc.

San Diego, CA

Alicia Butera

CFP®

Planning Within Reach

San Diego, CA

Margot Dorn

CFP®, MSBA, CPA

Dorn Financial

San Diego, CA

Mary Van Nostrand

Duttenhofer Advisory Group

San Diego, CA

Eric Hamel

Pure Financial Advisors, Inc.

San Diego, CA

Nathaniel Ritchison

Pure Financial Advisors, Inc.

San Diego, CA

Greg Jankowski

Delphi Private Advisors

San Diego, CA

Karen Baszak

Pure Financial Advisors, Inc.

San Diego, CA

Allison Alley

Pure Financial Advisors, Inc.

San Diego, CA

Jacob Greenberg

Pure Financial Advisors, Inc.

San Diego, CA

Christine Skoczek

Skoczek & Associates LLC

San Diego, CA

Lorenzo Sanchez

Rowling & Associates

San Diego, CA

Hal Schweiger

Blue Water Capital Management, LLC

San Diego, CA

Cindi Hill

Hill Compliance Advisors

San Diego, CA

Peter Keller

Pure Financial Advisors, Inc.

San Diego, CA

Jack Dugan

Pure Financial Advisors, Inc.

San Diego, CA

Jean Sinclair

MBA, MSBA, CFP®

Avenue Advisors, LLC

San Diego, CA

Joan O'Connell

Blue Water Capital Management, LLC

San Diego, CA

Joshua Clavell

Rowling & Associates

San Diego, CA

Chris Jaccard

CFP®, CFA

Financial Alternatives

La Jolla, CA

Mary Dean

Dean Roland Russell

San Diego, CA

Brian Sauter

Pure Financial Advisors, Inc.

San Diego, CA

David Cook

Pure Financial Advisors, Inc.

San Diego, CA

Steve Doster

Rowling & Associates

San Diego, CA

Sanda Ljubovic

Rowling & Associates

San Diego, CA

Sheryl Rowling

Rowling & Associates

San Diego, CA

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser