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
Amar Shah
CFA, CFP®
Client First Capital
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Office Services, Proactive Risk Planning, Charitable Giving Planning, Estate Planning & Corporate Trustee Services
Guiding your family's financial legacy across generations - aligned with your values and family dynamics. Our services are ideally suited for Individuals & Families with $1M+ in investable assets.
Matt Balderston
CFP®, AIF®
Pure Financial Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes
Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.
Andrew Talley
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Valerie Peck
CFP®, MBA
SAX Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Shalmali Kulkarni
CFP®, CSLP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Stefan Prvanov
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Retirement Income Planning, College Education Planning, Concentrated Wealth Positions, Family Wealth Transfers
Caring, experienced financial advisors, partnering with you throughout your retirement journey.
Mollie Privett
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Zach Rodriguez
Outlive Financial Planning
San Diego, CA
Specialties: Comprehensive Financial Planning, Longevity & Healthspan Planning, Investment Management, Tax Planning Strategy, Estate Planning, Education Planning, Bitcoin & Digital Asset Strategy, Real Estate Investing Decisions, Military Transition Planning, Early Financial Independence, Equity Compensation & RSU Planning
A fee-only fiduciary financial planner integrating healthspan, longevity science, Bitcoin, and macroeconomic awareness into comprehensive financial planning for high-income millennials.
Grant Webster
CFP®, TPCP®
Arcadia Private Wealth LLC
Cardiff by the Sea, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management and Insurance Planning, Charitable Giving and Gifting Planning, Estate Planning and Beneficiary Coordination
Flat-fee, private wealth management firm located in San Diego, CA, serving clients locally and across the country
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.
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.
Ryan A. Hughes
MBA
Bull Oak
Rancho Santa Fe, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Bull Oak is a fee-only fiduciary financial advisor in San Diego. We bring together financial planning, investment management, tax strategy, tax prep, and filing under one roof and one fee.
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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Joseph Palumbo
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Bridget Grimes
CFP®
WealthChoice LLC
Coronado, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Coronado, CA and Fountain Hills, AZ serving clients locally and across the country virtually
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
Lorenzo Sanchez
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Andrew Marshall
CFP®
Andrew Marshall Financial, LLC
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process
No AUM fees. You manage your own investments, with my help. Hourly advice. Specializing in retirement and tax-efficient withdrawal planning. Don't ask 'Can I retire?', ask 'How much can I spend, if I retire now?'.
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
Zackary Royce
CFP®
Falcon Wealth Planning, Inc.
San Diego, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
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
We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients 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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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, Legacy Planning, Managing Debt, Equity Compensation
Fee-Only Certified Financial Planner™ Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
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
Nannette Belt
CFP®, RICP®
Inspiration Financial Planning
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Financial Planning Projects
Are you a professional woman 40+? It’s time to work with an expert to get your finances in order, and off your list of things to do. Serving clients locally and across the country.
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
Adam Fein
EP Wealth Advisors
San Diego, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Tara Cordato
CPA
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Annette Di Bello
CPA/PFS, CFP®
Di Bello Financial
La Jolla, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Providing tax-smart wealth management through customized investment portfolios, proactive tax planning, retirement planning, and comprehensive financial planning. CPA/PFS & CFP®.
Victor Gersten
EA, CFP®, MS, MPAS™
Cross Border Wealth Advisors
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
Financial Planning Expert for American Expats in Spain. Portfolio management, tax preparation, and financial planning - coordinated across two tax systems by a Certified Financial Planner® and IRS Enrolled Agent.
Ashley Oliveira
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Stephen Nelson
CFA, CFP®
Birchwood Capital
Carlsbad, CA
Specialties: Investment Management, Tax Planning, Raising successful and grounded children/grandchildren, Private foundations/Donor advised funds/Gifting appreciated stock, Private investment evaluation, Tax efficient accumulation and withdrawal strategies, Roth conversion, RMDs, and Qualified Charitable Distributions, Gain & loss harvesting, Asset location optimizing
Flat-fee wealth management for families with $5M-25M. One transparent fee. No AUM. No hidden incentives.
Brandon Silvia
CFP®
Silvia McColl Wealth Management
San Diego, CA
Specialties: Comprehensive Financial Planning, Tax & Estate Planning, Retirement Planning, High Net Worth Client Needs, Divorce Planning, Investment Management, College Education Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Steven Fox
CFP®, EA
AdviceOnly.com
San Diego, CA
Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting
Helping Financial Planners Give Advice, Not Sales Pitches
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
Platt Wealth Management proudly serves individuals and families in San Diego and beyond, offering a deeply personalized approach to financial success.
Ashley Stroud
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Steve Doster
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Brett Hughes
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Juan Aguilar
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
Sheila Hoopes
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Omar Almaraz
CFP®
Pathview Wealth Advisors
San Diego, CA
Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis
Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.
David Lyon
CFP®, CEPA®, CRPC®™, EA
Lyon Wealth Advisory
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Planning, Tax Minimization Strategies, Business Exit Planning, Cash Flow Analysis, Debt Management, Estate Planning, Risk Management
We help restaurant owners organize their personal financial lives and transform their business success into lasting personal wealth.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
San Diego, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Joseph Anderson
CFP®, AIF®
Pure Financial Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes
Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.
Thao Truong
CFP®, CDFA®
Anora Wealth, LLC
San Marcos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Analysis and Planning
Fee-Only financial planner helping first-gen wealth builders, content creators, and women in transition find clarity, peace, and lasting prosperity through intentional personalized wealth plans.
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)
