There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
San Diego
has
7
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
315
non-vetted advisors in your local area. These financial advisors in
San Diego, California
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
San Diego, California
mentioned below do 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.
Qualified Financial Advisors in San Diego, California | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Michael Harris
CFP®, CFA® TRIVANT CUSTOM PORTFOLIO GROUP, LLC 600 West Broadway, Suite 225, San Diego, CA 92101 |
Not Disclosed | Not Specified | $200,000 | Fee-Only |
Pure Financial Advisors, LLC
CFP®, AIF® PURE FINANCIAL ADVISORS, LLC 3131 Camino del Rio N, Suite 1550, San Diego, CA 92108 |
Not Disclosed | $4.08M | Not Specified | Fee-Only |
R. J. Kelly
AEP®, ChFC®, RICP®, MSFS, CEPA®, CLU® WEALTH LEGACY GROUP, INC. 4540 Kearny Villa Road, Suite 114, San Diego, CA 92123 |
35 | $75,000,000 | $1,000,000 | Fee-Based |
Benjamin Bowen
CFP®, Certificate in Blockchain and Digital Assets℠ EDELMAN FINANCIAL ENGINES, LLC 3570 Carmel Mountain Road, Suite 450, San Diego, CA 92130 |
20 | Not Specified | Not Specified | Fee-Based |
Michael Bernier
CFP®, AIF® CANTER WEALTH 7825 Fay Ave #140, La Jolla, CA 92037 |
16 | 168,118,467 | $250,000 | Fee-Only |
James Peters
ChFC® CENTAURUS FINANCIAL 18662 Macarthur Blvd, Suite 200, Irvine, CA 92612 |
21 | 20,000,000 | 25,000 | Fee-Based |
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 | $3,800,000,000 | $2,000,000 | Fee-Only |
Qualifications
CRD# 4699319
Firm CRD# 129803
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
600 West Broadway, Suite 225,
San Diego,
CA
92101
Phone Number
619-286-3930
Michael has over two decades of experience in investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms. Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. He also has a CFP certification from the Certified Financial Planner Board of Standards. Michael lives in La Mesa with his wife, Cindi, and has two grown children who live in Southern California as well. Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member for Helix Charter High School.
We are long-term investors that have a record of providing a good return and good service to our clients. We are transparent in how we serve our clients. We make understandable investments in publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it. Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance. By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 144316
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
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 fifteen years of the firm's opening, Pure Financial surpassed $4.08 billion in client assets under management (as of February 22, 2022) and is currently helping over 3,400 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. 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# 1080259
Firm CRD# 145705
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
4540 Kearny Villa Road,
Suite 114,
San Diego,
CA
92123
Phone Number
858-569-0633
R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. Located in San Diego, CA, WLG has clients in nineteen states and growing. Creator of the proprietary Critical Actions Roadmap, R. J. and the WLG team develop comprehensive plans that maximize investment and asset growth, reduce taxes, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He has been repeatedly called upon as an expert witness and is skilled in handling delicate interpersonal matters and facilitating family communication. R. J. is a frequent speaker and author. The San Diego Union Tribune, L.A. Times, Yahoo Finance, San Diego Magazine have run feature articles on R. J. or published articles by him, to name just a few. Speaking audiences are many and include: Vistage International Conference and numerous local chapters; Strazzeri/Mancini Gathering; main platform speaker for various national conferences including: Advisors in Philanthropy, Nothing Bundt Cakes, Million Dollar Round Table, NAIFA, and many others. Additionally, R. J. was featured on the PBS series - The Financial Advisors. Read More: https://wealthlegacygroup.com/team/r-j-kelly-financial-advisor-san-diego/ Professional Credentials Explained: https://wealthlegacygroup.com/wp-content/uploads/2021/06/Professional-Credentials-rev-06-01-2021.pdf
Our Vision We believe that successful business owners, executives and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and/or their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family, and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals Mission Statement We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives, and their families using a comprehensive team approach. Value Statement We are committed to being the nation's premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. Our Values Are To ... Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge, and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process! Visit us at: https://wealthlegacygroup.com/
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5847634
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
3570 Carmel Mountain Road,
Suite 450,
San Diego,
CA
92130
Phone Number
858-345-4254
In my career to this point, I have worked with thousands of families to help them create plans designed to simplify and improve their financial lives. In my time away from work, I love to travel and spend time at the beach with my wife and son.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
Firm CRD# 167828
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
7825 Fay Ave #140,
La Jolla,
CA
92037
Phone Number
858-812-7547
From our CERTIFIED FINANCIAL PLANNERS™ to our dedicated marketing and administration staff, we strive to provide our clients with our best wealth management experience.
Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals. Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldnt all the aspects of someones financial health be integrated? The outcome of our approach is clear integrated efficiencies can lead to lower investment costs, reduced tax burdens, and increased peace of mind.
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, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number
949-631-3840
We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.
Qualifications
CRD# 5750237
Firm CRD# 158857
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number
949-674-5190
Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our teams depth of experience, conflict-free advice and 30-year investment track record. As one of LAs oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barrons, the Financial Times, InvestmentNews and more.
Advisory Services Provided:
Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Top Financial Advisor Firms in San Diego, California (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Lm Capital Group, Llc
750 B Street , Suite 3010, San Diego, CA 92101 |
$4,926,878,401 | 30 |
A percentage of AUM |
Ipg Investment Advisors, Llc
350 10th Avenue , Suite 1150, San Diego, CA 92101 |
$2,861,780,021 | 1192 |
A percentage of AUM Fixed fees Commision Based Performance Based Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
Counterpoint Mutual Funds, Llc
12760 High Bluff Drive , Suite 280, San Diego, CA 92130 |
$970,660,000 | 4 |
A percentage of AUM |
Kingswood Wealth Advisors, Llc
11440 W. Bernardo Ct. , Suite 300, San Diego, CA 92127 |
$451,207,788 | 1860 |
A percentage of AUM Hourly charges Fixed fees |
Beta Wealth Group, Inc
11421 W. Bernardo Court, San Diego, CA 92127 |
$409,900,000 | 393 |
A percentage of AUM Hourly charges Fixed fees |
Von Berge Wealth Management Group, Llc
600 West Broadway , Suite 2625, San Diego, CA 92101 |
$320,479,540 | 855 |
A percentage of AUM |
Measured Risk Portfolios
5405 Morehouse Drive , Suite 230, San Diego, CA 92121 |
$262,114,144 | 998 |
A percentage of AUM Hourly charges Performance Based |
Simplifi, Inc.
9666 Businesspark Ave , Suite 111, San Diego, CA 92131 |
$245,019,686 | 537 |
A percentage of AUM Hourly charges |
Heritage Wealth Management, Inc.
11440 W. Bernardo Ct. , Ste 390, San Diego, CA 92127 |
$213,115,340 | 861 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
Nautilus Advisors Llc
4747 Morena Blvd. , Suite 358, San Diego, CA 92117 |
$209,191,457 | 379 |
A percentage of AUM Fixed fees |
Mcnaughton Wealth Management, Llc
3655 Nobel Drive , Suite 490, San Diego, CA 92122 |
$176,444,362 | 751 |
A percentage of AUM Hourly charges Fixed fees |
M Wealth Management, Llc
13520 Evening Creek Dr. North , Suite 130, San Diego, CA 92128 |
$158,875,573 | 948 |
A percentage of AUM Hourly charges Fixed fees |
Chokshi & Queen Wealth Advisors
4510 Executive Drive , Suite 203, San Diego, CA 92121 |
$129,368,445 | 579 |
A percentage of AUM Fixed fees |
Clutinger Williams & Verhoye Inc
6398 Del Cerro Blvd , Ste 3, San Diego, CA 92120-4761 |
$129,327,500 | 267 |
A percentage of AUM Hourly charges |
Zermatt Wealth Partners
3170 Fourth Avenue , Third Floor, San Diego, CA 92103-6514 |
$83,335,393 | 504 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Alan Holt Inquire with Alan |
8910 University Center Ln, Ste 200, San Diego, CA 92122 | 858-535-1331 |
Alejandro Valle Inquire with Alejandro |
101 W Broadway, Ste 1800, San Diego, CA 92101 | 619-544-6574 |
Bret A Cleveland Inquire with Bret |
101 W Broadway, Ste 1800, San Diego, CA 92101 | 619-238-3449 |
Armand Magcalas Inquire with Armand |
4350 La Jolla Village Dr, Ste 1000, San Diego, CA 92122 | 858-597-7709 |
Brendan McNamara Inquire with Brendan |
3655 Nobel Dr, Ste 510, San Diego, CA 92122 | 858-842-3278 |
Allison Wooton Inquire with Allison |
3655 Nobel Dr, Ste 510, San Diego, CA 92122 | 858-217-5133 |
Bosco Lujan Inquire with Bosco |
101 W Broadway, Ste 1800, San Diego, CA 92101 | 619-238-6205 |
Bradford Willis Inquire with Bradford |
16644 West Bernardo Dr, Suite 400, San Diego, CA 92127 | 858-674-3946 |
Ann Tu Inquire with Ann |
16644 West Bernardo Dr, Suite 400, San Diego, CA 92127 | 858-674-3981 |
Andres Marek Inquire with Andres |
101 W Broadway, Ste 1800, San Diego, CA 92101 | 619-238-3439 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?