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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
San Diego, California, is known for its diverse economy driven by technology, defense, tourism, and biotech. Job opportunities are abundant in the city, especially in STEM fields. Retirees enjoy a warm climate and access to top-tier healthcare, though the high cost of living and state taxes can be a challenge. While the city's opportunities are vast, so are its financial complexities-anging from high real estate prices to unique tax considerations. Working with an experienced financial advisor in San Diego can help you navigate these challenges and achieve your long-term financial goals.
With over 2000+ financial advisors in San Diego, finding the right professional for your specific financial needs can be challenging. WiserAdvisor simplifies the process by connecting you with 2-3 vetted top financial advisors in San Diego who best match your requirements. Whether you're looking for investment management, retirement planning, wealth-building strategies, or financial planning in San Diego, we can help you find a trusted expert.
For over two decades, WiserAdvisor has maintained a trusted directory of San Diego financial advisors who meet strict industry standards. Every San Diego financial planner in our network is screened for experience and maintains clean records with FINRA and SEC. WiserAdvisor is here to help you make an informed decision.
San Diego
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
San Diego,
California
have an average of
10
years of experience.
NOTE: The list of vetted financial
advisors in
San Diego,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
San Diego, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $6,292,814,320 | Not Specified | Fee-Only | |
| 16 Years | $1,000,000,000 | $100,000 | Fee-Only | |
| 5 Years | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | Not Specified | Not Specified | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 144316
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
3131 Camino del Rio N,
Suite 1550,
San Diego,
CA
92108
Phone Number
619-814-4100
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just seventeen years of the firm's opening, Pure Financial surpassed $6.29 billion in client assets under management (as of March 25, 2024) and is currently helping over 4,975 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategies. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 5621699
Firm CRD# 284656
Compensation/Fee Fee-Only, Based on Assets
Office Location
12555 High Bluff Dr,
Ste 210,
San Diego,
CA
92109
Phone Number
619-480-1413
Erick is a United States Marine Corps veteran, a graduate of Pepperdine University with a Bachelor of Science in Management, and a Certified Financial Planner™ with over a decade of experience helping clients navigate important financial decisions. One of Erick's core values is striving to ensure clients make good financial decisions and understand the "why" behind those decisions. He simplifies market principles, explains their impact on each client's situation, and presents clear options for moving forward. Erick's goal is to ensure clients have a clear understanding of their financial roadmap and confidence during natural market changes and conditions. Another important aspect of working with Erick is his commitment to transparency, maintaining a high level of responsiveness to client communications, and developing meaningful long-term relationships with clients. These shared values are some of the many reasons Erick decided to join the Strong Valley team in 2024. Erick and the Strong Valley team believe deep client relationships contribute to a natural focus on providing clients with relevant information so they can make better decisions. One of the most rewarding things for Erick is seeing clients fulfill their retirement and financial goals. Erick is an active member of the Financial Planning Association and enjoys playing golf and beach volleyball in his spare time.
At Strong Valley we adhere to core values that we believe are vital to the success of clients, and by extension the success of our firm. Every member of the Strong Valley community including our team members, professional partners, and affiliates share these same values and commitments. Our Core Values -We believe that when you genuinely care about people your motivation goes beyond just looking out for their best interests, it means ensuring that clients realize the tangible financial benefits of our being there for them every step of the way. -Client relationships and loyalty are built over time - not transactions. -Profits should only come over time and that our profitability should be structured and aligned with our client's success. -Everything that matters to a client matters to us, and we are never "off the clock" when it comes to making our client's lives better. -We believe in taking a long-term view of our client's success, and that means ensuring that we are around to help clients through the entire journey.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
6935 Cowles Mountain Blvd,
San Diego,
CA
92119
Phone Number
619-246-7365
Born and raised in San Diego (La Mesa to be more specific). I am the father to 4-year-old triplets. I enjoy surfing, camping, and spending time with my family As a financial advisor, my goal is to help families work toward their financial dreams with a personal, down-to-earth approach. I'm here to guide you in building a strong financial foundation that can give you confidence and lasting security. By getting to know your unique goals and dreams, we'll work together to create a plan that helps you aim for the future you've always wanted.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3570 Carmel Mountain Road,
Suite 450,
San Diego,
CA
92130
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 153184
Compensation/Fee Based on Assets
Office Location
12348 High Bluff Drive,
Suite 200,
San Diego,
CA
92130
Phone Number
844-249-6534
Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most. At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.
Advisory Services Provided:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Compensation/Fee Fee-Based
Office Location
2173 Salk Ave,
Suite 250 #42,
Carlsbad,
CA
92008
Phone Number
760-930-7629
As a Financial Planner at Prudential, I lead a dedicated team focused on helping individuals, families, and business owners pursue long-term financial confidence. At Prudential, we provide financial strategies that grow with you— whether you're building wealth, preparing for retirement, or planning your legacy. No two people are the same. Working with business owners and families to provide peace of mind and reach your goals is what energizes us. Let's start a conversation to: > Build and protect your wealth with a personalized financial strategy > Collaborate with your estate and tax advisors to help identify opportunities for tax-efficient growth that aligns with your financial goals > Plan for retirement and design a legacy plan aligned with your values A journey of a thousand miles begins with a single step... Lao Tzu Click HERE To Learn More About Serena Kim
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 52 | 1049 | $41,582,938,832 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 626 | 30369 | $6,750,889,024 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
|
| 139 | 17762 | $6,292,814,320 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 20 | 38 | $4,996,891,947 | A percentage of AUM |
|
| 833 | 26968 | $4,664,869,848 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 373 | 12 | $4,522,406,024 | A percentage of AUM, Performance Based |
|
| 26 | 31 | $4,382,705,923 | A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
|
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121 |
5 | 10 | $3,955,806,039 | A percentage of AUM |
| 34 | 10985 | $3,763,899,427 | A percentage of AUM, Fixed fees, Performance Based |
|
| 39 | 1051 | $3,506,282,702 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
|
| 9 | 24 | $3,495,138,602 | A percentage of AUM |
|
| 351 | 11146 | $2,554,158,376 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 17 | 27 | $2,548,043,383 | A percentage of AUM, Performance Based |
|
| 24 | 1 | $2,543,913,691 | Fixed fees, Performance Based |
|
| 21 | 977 | $2,123,359,687 | A percentage of AUM, Fixed fees, Other (REFERRAL FEE) |
To find a reputable financial advisor in San Diego, start by defining your financial goals, such as retirement planning, investment management, estate planning, or tax management. Look for top financial advisors in San Diego with fiduciary responsibility, meaning they are legally required to act in your best interest. You can verify credentials using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website.
A quick and effective way to find a qualified advisor is by using WiserAdvisor's free match tool. This tool connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and hold clean records with FINRA and the SEC.
WiserAdvisor has maintained a trusted directory of financial advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in San Diego - eliminating the hassle of searching on your own.
Working with a financial advisor in San Diego provides several benefits, including expertise in California's tax laws to devise tax-efficient investment strategies concurrent with the state tax regulations. The advisor can create a personalized plan taking into account the city's high cost of living, real estate trends, and job market. The advisor may also have connections with local professionals such as estate planners, tax professionals, and real estate experts.
San Diego financial advisors consider the city's high cost of living by incorporating strategies to manage housing expenses, maximize income, and optimize savings. They help clients allocate funds for essential expenses while ensuring you do not neglect your savings. The advisor considers real estate trends and advises on buying, renting, or investing in property. They also recommend strategies like contributing to tax-advantaged retirement accounts and HSAs to maximize savings and create diversified portfolios to help offset the high cost of living and support long-term wealth growth.
If you're hiring an advisor for financial planning in San Diego, they should consider California's high state income tax rates and help clients minimize tax liabilities. Assist with mortgage strategies, refinancing, and investment property planning. Create specialized financial plans that account for the city's higher expenses while still prioritizing savings and investments. Further, since San Diego has a strong military presence, many residents may require specialized financial strategies, including VA benefits and military retirement planning.
The cost of hiring a financial advisor in San Diego varies based on the advisor?s fee structure and services provided. Common fee models include:
Yes, many San Diego financial advisors offer virtual consultations through video calls, phone meetings, and secure online portals. Virtual meetings provide flexibility for busy professionals, remote workers, and military families who may be traveling or living abroad. While some clients prefer in-person meetings, a financial planner in San Diego can still provide comprehensive financial guidance remotely.
When selecting a financial advisor in San Diego, check for these key certifications:
If you wish to work with a qualified San Diego financial planner, do check the advisor's credentials through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database.
San Diego financial advisors assist with estate planning by helping clients create wills, trusts, and tax-efficient wealth transfer strategies. A financial planner in San Diego will recommend trusts to minimize estate taxes and ensure assets are passed on efficiently. They suggest charitable giving plans and tax-efficient wealth transfer strategies to lower taxes. A qualified San Diego financial advisor will also help navigate California's probate laws and create personalized strategies to avoid unnecessary legal complications. Additionally, they will ensure the clients' estate plans align with their financial goals while minimizing tax liabilities and legal hurdles.
