Fee-Only Financial Planners in San Luis Obispo, 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 Luis Obispo, CA:

I can work with clients anywhere!

Eric Maldonado

CFP®, MBA, CKA®

Aquila Wealth Advisors

San Luis Obispo, CA

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

Fee-Only Financial Planner located in San Luis Obispo, CA and serving clients locally across the country through Virtual Meetings.

Joan Parker

Empowering Financial Solutions, Inc.

San Luis Obispo, CA

Patrick O'Hara

Wacker Wealth Partners

San Luis Obispo, CA

Bryan Krill

Wacker Wealth Partners

San Luis Obispo, CA

Ryan Caldwell

Wacker Wealth Partners

San Luis Obispo, CA

Carolyn Herzog

Compass Financial Planning, LLC

San Luis Obispo, CA

Joan Wenglikowski

Wacker Wealth Partners

San Luis Obispo, CA

Robert Wacker

Wacker Wealth Partners

San Luis Obispo, CA

Matthew Wilson

Wacker Wealth Partners

San Luis Obispo, CA

Mary Rose

Wacker Wealth Partners

San Luis Obispo, CA

Megan Mitchell

Wacker Wealth Partners

San Luis Obispo, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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