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Portfolio Size of 100K and
above
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Personalized advice for portfolio size
of 100K & above
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 on the online list below for you to
choose from and
330
non-vetted advisors in your local area. These financial advisors in
San Diego,
California
have an average of
19
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 |
|---|---|---|---|---|
| 15 Years | $310,000,000 | $100,000 | Fee-Only | |
|
Pure Financial Advisors, LLC
PURE FINANCIAL ADVISORS, LLC 3131 Camino del Rio N, Suite 1550, San Diego, CA 92108 |
Not Disclosed | $4,600,000 | Not Specified | Fee-Only |
|
R.J. Kelly
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC® WEALTH LEGACY GROUP, INC. 4540 Kearny Villa Road, Suite 114, San Diego, CA 92123 |
35 Years | $75,000,000 | $1,000,000 | Fee-Based |
| 22 Years | $45,000,000 | $100,000 | Fee-Based | |
|
Andrew Chabot
MBA, CFP® RANCHO WEALTH MANAGEMENT 4225 Executive Square Suite 600, La Jolla, CA 92037 |
15 Years | Not Specified | $100,000 | Fee-Based |
| 21 Years | $20,000,000 | $25,000 | Fee-Based | |
|
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 Years | $3,800,000,000 | $2,000,000 | Fee-Only |
Qualifications
CRD# 5621699
Firm CRD# 313332
Compensation/Fee Fee-Only, Based on Assets
Office Location
600 W Broadway, Ste 2625,
San Diego,
CA
92101
Phone Number
619-573-3542
Erick is in charge of financial planning and investment advisory for von Berge Wealth Management. He has been in the financial services industry for over 15 years and holds the designation of CERTIFIED FINANCIAL PLANNER™. Erick was also a Sergeant in the U.S. Marine Corps. After exiting the Marine Corps, he obtained a Bachelor of Science in Management at Pepperdine University, then a Personal Financial Planning Certificate from San Diego State University. Erick is an active member of the Financial Planning Association and enjoys playing golf and beach volleyball in his spare time.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
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
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 fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 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, Hourly, Commissions, Flat Fee, Based on Assets
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# 6995589
Firm CRD# 46173
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
5280 Carroll Canyon Rd, Suite 300,
San Diego,
CA
92121
Phone Number
619-354-0609
It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me. My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends. - Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association. - Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 22 years of experience in finance. We provide Personal Strategies like financial organization, multi-generational wealth transfer, future tax strategies, estate planning, savings rate optimization, insurance optimization, wealth management, accumulation, and distribution, debt restructuring and efficiency. For Business Owners, we work on business exit planning coordination, tax strategies (present and future), tax efficiency (retirement plan optimization), business succession planning, buy-sell agreement and pension design & administration, to name a few. I will help you create a strategy for a successful financial future for you and your family. Feel free to contact me at (619) 354-0609 for a no obligation and 100% confidential consultation to discuss your situation and options. Sincerely yours, Aleksandar Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24
Our WestPac teams consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives. We offer both personal strategies and business owner strategies to our clients.
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# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4225 Executive Square Suite 600,
La Jolla,
CA
92037
Phone Number
858-784-1513
Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions. Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registration as well as Life / Health / Property and Casualty Insurance licenses.
I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.
Qualifications
CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
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 team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, 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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 19 | 30 | $4,926,878,401 | A percentage of AUM
|
|
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
10251 Vista Sorrento Pkwy, Suite 200, San Diego, CA 92121 |
29 | 8769 | $3,043,067,911 | A percentage of AUM, Fixed fees, Performance Based
|
| 24 | 1192 | $2,861,780,021 | A percentage of AUM, Fixed fees, Commision Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT)
|
|
| 8 | 4 | $970,660,000 | A percentage of AUM
|
|
| 24 | 1860 | $451,207,788 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 393 | $409,900,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 855 | $320,479,540 | A percentage of AUM
|
|
| 5 | 998 | $262,114,144 | A percentage of AUM, Hourly charges, Performance Based
|
|
| 4 | 537 | $245,019,686 | A percentage of AUM, Hourly charges
|
|
| 10 | 861 | $213,115,340 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 3 | 379 | $209,191,457 | A percentage of AUM, Fixed fees
|
|
| 4 | 751 | $176,444,362 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 948 | $158,875,573 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 579 | $129,368,445 | A percentage of AUM, Fixed fees
|
|
| 8 | 504 | $83,335,393 | A percentage of AUM, Hourly charges, Fixed fees
|
Financial advisors and financial planners in California differ in their scope of services and qualifications. A financial advisor provides a variety of services such as investment management, retirement planning, wealth management, and more, depending on the need of an individual. In contrast, a financial planner is a qualified professional who creates personalized financial plans for clients, focusing on areas including retirement, tax, and estate planning. Planners hold specific credentials (CFP, CFA, etc.), and have a fiduciary duty to act in their client's best interests. To learn more, read on about the differences between Financial advisors and financial planners.
When choosing a financial advisor in California who specializes in socially responsible investing, be sure to ask the advisor about their approach to screening investments for environmental, social, and governance (ESG) factors. You can also search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. Additionally, you may also use our free advisor match service to get matched to and compare 2 to 3 financial advisors who meet your specific requirements. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.
When choosing a financial advisor in California, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
To ensure that a financial advisor in California prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.
A financial planner can help you choose the most suitable retirement plans based on your individual circumstances and financial goals, including a 401(k), IRA, Thrift Savings Plan (TSP), and cash-balance pension plans. If you wish to learn more about planning for retirement, read more about the 4 Types of Retirement Plans.
A financial advisor in California may assist you in reducing your tax burden through various strategies, such as optimizing deductions, implementing tax-efficient investment strategies, exploring retirement account contributions, and advising on tax-advantaged savings vehicles. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
