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:

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.

I can work with clients anywhere!

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

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!

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

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.

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

Karen Baszak

Pure Financial Advisors, Inc.

San Diego, CA

Brian Sauter

Pure Financial Advisors, Inc.

San Diego, CA

Hillel Katzeff

CFP®, MBA

HK Financial, Inc.

Cardiff By The Sea, CA

Robert McCullock

Pure Financial Advisors, Inc.

San Diego, CA

Paul Hynes

HearthStone | Private Wealth Management

San Diego, CA

Ariel Ward

CFP®

Workable Wealth

San Diego, CA

Hal Schweiger

Blue Water Capital Management, LLC

San Diego, CA

Rick Vazza

CFA®, CFP®

Driven Wealth Management

San Diego, CA

Karin McKerahan

CFP®, MBA, RIA

McKerahan Financial Services

Murrieta, CA

Lynn Buchholz

CFP®, MBA

Buchholz Financial Planning

San Diego, CA

Matthew Showley

Creative Capital Management Investments LLC

San Diego, CA

Nathaniel Ritchison

Pure Financial Advisors, Inc.

San Diego, CA

Leslie Merrithew

EA, CFP®

Merrithew & Thorsten

San Diego, CA

Margot Dorn

CFP®, MSBA, CPA

Dorn Financial

San Diego, CA

Peter Keller

Pure Financial Advisors, Inc.

San Diego, CA

Matthew Horsley

Pure Financial Advisors, Inc.

San Diego, CA

Cindi Hill

Hill Compliance Advisors

San Diego, CA

Jacob Greenberg

Pure Financial Advisors, Inc.

San Diego, CA

Stephen Nelson

CFP®

Birchwood Capital

Vista, CA

Mary Van Nostrand

Van Nostrand Wealth Management

San Diego, CA

Christine Skoczek

Skoczek & Associates LLC

San Diego, CA

Greg Jankowski

Delphi Private Advisors

San Diego, CA

Andrew Russell

Dean Roland Russell

San Diego, CA

Christopher Jaccard

CFP®, CFA

Financial Alternatives, Inc.

La Jolla, CA

David Cook

Pure Financial Advisors, Inc.

San Diego, CA

Jodi Vleck

CFP®

Beta Wealth Group

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

Jack Dugan

Pure Financial Advisors, Inc.

San Diego, CA

Mary Dean

Dean Roland Russell

San Diego, CA

Gregory Richardson

MS, MPAS®, CFP®

Dowling & Yahnke, LLC

San Diego, CA

Sanda Ljubovic

Rowling & Associates

San Diego, CA

Jeremy Runnels

CFP®

West Coast Financial, LLC

Santa Barbara, CA

Allison Alley

Pure Financial Advisors, Inc.

San Diego, CA

Marc Roland

Dean Roland Russell

San Diego, CA

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    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)

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