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:
Kate Fries
CFP®, CDFA®
The Family Firm
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
Gregory Wells
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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
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, by Email, or Phone in San Diego, San Francisco and Santa Monica
Elliott Servais
MBA, CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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
Sean Cartin
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Brian Parker
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Brian Matter
CFP®, CPWA®
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
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 with Offices in Toledo, OH and San Diego, CA
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
Ryan Serrecchia
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Shalmali Kulkarni
CFP®
Rowling & Associates
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, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies
Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement
Annette Di Bello
CPA, 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
Matt Balderston
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
Andrew Marshall
CFP®
Andrew Marshall Financial, LLC
Carlsbad, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process
Hourly financial advice. No ongoing investment management fees. Keep your investments where they are now.
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Investment Management, Retirement Income Planning, Tax Planning
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.
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, Jackson, WY
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
Nannette Kamien
CFP®, MBA
Cultivating Wealth
Encinitas, CA
Specialties: Flat-fee Financial Planning, Financial Planning, Cash Flow/Budgeting, Education Planning, Retirement Planning, Employee Benefits Review, Investment Planning
Helping North County San Diego clients dream confidently and make smart financial decisions. We provide flat-fee comprehensive ongoing financial planning, and one-time financial plans.
Jeremy Portnoff
MSFS, CFP®, CIMA®
Tempus Wealth Planning
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.
Lucas Karasch
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Danny Michael
CFP®, AIF®, 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 financial planner located in Southern California serving clients virtually across the country
Brad Owen
CFP®, RLP®, RMA®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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
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 San Diego, 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.
Tom Nguyen
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Adam Werner
CFP®, CPWA®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Jose Armenta
MsBA, CFP®, ChFC®, EA
Create Your Path
San Diego, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Federal Employees
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
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.
Jon Moore
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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
Adam Phillips
CFA®, CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Charles Stanley
CFP®, ChFC®, CKA®
WorthPointe
San Diego, CA
Specialties: Trust Investment Management, Comprehensive Financial Planning, Retirement Income Planning
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
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
Jason Stein
CFP®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Kathy Costas
CDFA®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
Lorenzo Sanchez
CFP®
Rowling & Associates
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
Rich Donnelly
CIMA®, RLP
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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.
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
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
Sheryl Rowling
CPA/PFS
Rowling & Associates
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
Jamie Lima
MBA, CFP®
Woodson Wealth Management
Ramona, 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 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
Steve Doster
CFP®
Rowling & Associates
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
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
Derek Holman
CFP®, AIF®
EP Wealth Advisors
San Diego, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Join Us: June 23rd, 2021 at 12:00 pm (PT) / 1:00 pm (MT) / 2:00 pm (CT) / 3:00pm (ET) – "The Sandwich Generation: Juggling Family Responsibilities" Click to Register
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)
