What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the San Diego, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every San Diego, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nate Nieri
CFP®, MSBA
Modern Money Management
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.
Scott Melbrod
Taxable Wealth
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Real Estate Investor Services, Business Owner Services, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Adam Werner
CFP®, CPWA®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Timothy Kenney
CFP®
Seawise Financial
Cardiff by the Sea, CA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Recipients (RSU/ESPP)
Seawise Financial is a financial planner located in Encinitas, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.
Rich Donnelly
CIMA®, RLP
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jack Curran
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jamie Lima
MBA, CFP®, CDFA®
Woodson Wealth Management
Ramona, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Divorce
Fee-Only financial planner located in San Diego, CA, serving clients across the country.
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
Joseph Anderson
CFP®, AIF®
Pure Financial Advisors, 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, serving clients locally and across the country
Eric Rodriguez
CFP®
WealthBuilders LLC
Encinitas, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Elliott Servais
MBA, CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Tom Nguyen
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Steve Doster
CFP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Kate Fries
CFP®, CDFA®
The Family Firm
San Diego, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Divorce Financial Analysis, Empowering Women around Wealth, Intentional and Aligned Spending, Approachable and Inclusive Financial Conversations
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Chris Russell
CFP®
Tempus Pecunia
San Diego, CA
Specialties: Comprehensive Financial Planning, Life 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
Lorenzo Sanchez
CFP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Brian Matter
CFP®, CPWA®, CEPA®
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
Victor Gersten
CFP®
Expat Financial Planning Inc
San Diego, CA
Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management, College Education Planning in the U.S. or abroad, Tax Planning and Tax Treaties with Consideration of Two Countries
Fee-Only financial planner located in San Diego, CA, serving clients virtually, both locally and across the country
Eric Niergarth
CFP®, RICP®
Retirement Roadmap Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.
Derek Holman
CFP®, AIF®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Chris Cooper
CFP®, EA
Chris Cooper & Company
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ElderCare and Disabled Family Members
Fee-Only Financial Planner working virtually from San Diego, CA
Amar Shah
CFA, CFP®
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Matt Balderston
CFP®, AIF®
Pure Financial Advisors, 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, serving clients locally and across the country
Brad Owen
CFP®, RLP®, RMA®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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.
Gregory Wells
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Mike Skolnick
CPA/PFS, RICP®
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, by Email, or Phone in San Diego, San Francisco and Santa Monica
Ashley Stroud
CFP®
Rowling & Associates
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Annette Di Bello
CPA/PFS, CFP®
Di Bello Financial
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Jackson Miller
CFP®, CRPS®, AIF®
Fiduciary Benefits Group
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management, Socially Responsible Investing (ESG)
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Christopher Van Slyke
CFP®, CKA®
Constitution Wealth
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, Jackson, WY
Brian Parker
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Omar Almaraz
CFP®
Rowling & Associates
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
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
Michael Pash
CFP®, AIF®, MBA
Pure Financial Advisors, LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Sean Cartin
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bradley Johnston
CFP®, ChFC®, MSBA
Fiduciary Benefits Group
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ryan Serrecchia
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Taylor Schulte
CFP®
Define Financial
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies
Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement
Andrew Marshall
CFP®
Andrew Marshall Financial, LLC
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process
Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.
Ryan A. Hughes
MBA
Bull Oak Capital
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
Shalmali Kulkarni
CFP®, CSLP®
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Linda Rogers
CFP®, MSBA, EA
Planning Within Reach
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Sustainable Investing
Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.
Danny Michael
CFP®, RLP®, MSBA
Satori Wealth Management, Inc.
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer
Fee-Only retirement planner located in Southern California serving clients virtually across the country
Rick Miller
CFP®, PhD
Sensible Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country
Jonathan Grannick
CFP®
Wonder Wealth LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Sait Saraci
CFA®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Cary Smith
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Lucas Karasch
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jeffrey Platt
JD, LLM, CFP®, CFA®
Platt Wealth Management
San Diego, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation
Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country
Tara Weisinger
CPA
Rowling & Associates LLC
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Kathy Costas
CDFA®
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jeremy E. Portnoff
MSFS, CFP®, CIMA®, CMT®
Tempus Wealth Planning
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy
Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.
Shannon Grey
CFP®, CRPC®, MPAS®
InvestEdge Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner located in Southern California. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
Refine Your Search
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)
