San Diego, CA

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Best Financial Advisors in San Diego, CA

The highest-rated Financial Planning & Wealth Management firms out of 244 vetted & reviewed in the San Diego area.

Tax & Financial Group

Tax & Financial Group

Best of 2022
(1)
Community Giving, Newsroom
“Positive experience and excellent customer service!”
In Business Since 1996
5720 Oberlin Dr UNIT 138, San Diego, CA
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College Planning Source

College Planning Source

(10)
Community Outreach, College Bound Students
“Michelle is great at making sure that you're efficiently using your words to cast yourself in the best possible light to colleges (She's also super funny and a sociable person to chat with, which is a nice plus).”
Licensed, BBB Rating: A+
In Business Since 2005
Accepts All Major Credit Cards
10875 Rancho Bernardo Rd #115, San Diego, CA
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Wealth Legacy Group

Wealth Legacy Group

(11)
  • Expertise
  • Know
  • Team
“I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”
Licensed, BBB Rating: A+
In Business Since 2005
Average Price Tag
4540 Kearny Villa Rd # 114, San Diego, CA
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Taxlana

Taxlana

(13)
  • Questions
  • Job
  • Business
“This is the first time I got my taxes filed by TAXLANA and am extremely impressed by her knowledge, excellent ability to analyze all the data, and attention to detail.”
Licensed, BBB Rating: A+
In Business Since 2016
4950 Waring Rd Suite 8, San Diego, CA
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Copley Financial Group

Copley Financial Group

(20)
  • Family
  • Future
  • Investment
“It was just great, to put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.”
Licensed, BBB Accredited
In Business Since 2012
2650 Camino Del Rio N Suite #350, San Diego, CA
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JW Financial

JW Financial

(16)
Sole Proprietor Federal/State Income Tax Returns, Corporate Federal/State Income Tax Returns, Individual Federal/State Income Tax Returns
“I've used the tax services provided for over 5 years now and I'm completely satisfied with how easy she makes the whole process.”
In Business Since 2017
1286 University Ave #1025, San Diego, CA
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The Options Lady

The Options Lady

(20)
Course: Financial Independence For Women, Mediation Money Mentor, Divorce Financial Planning
“Laurie Itkin's help was invaluable in negotiating with my spouse and I learned a lot from her, I will continue to use her services as I move on on my own post divorce for financial advise.”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
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Dr. Budgets

Dr. Budgets

(19)
  • Savings
  • Coaching
  • Life
“I recently got married to my beautiful wife, looking over at the expenses that involves a wedding, everyday living, vacation, anything involving money, Daniel has helped us out soooo much.”
Below Average Price Tag
In Business Since 2012
11622 El Camino Real Suite 100, San Diego, CA
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Practice CFO

Practice CFO

(20)
  • Accounting
  • Goals
  • Dental
“During this time of commotion with the Covid19 pandemic, Greg and all of his team, have been on top of everything to help me stay informed with the latest news from the SBA.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Bull Oak Capital

Bull Oak Capital

(19)
  • Feel
  • Retirement
  • Meeting
“We sat down for a few hours and went over all of my expenses as well as gathering data about the retirement accounts I have through work and my goals such as buying a house, travel, college for niece and nephews, etc.”
Transparent Fees & Pricing
In Business Since 2013
Remote Consultations Available
4747 Executive Dr Suite 1010, San Diego, CA
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San Diego Credit Repair Company

San Diego Credit Repair Company

(14)
  • Warranty
  • Results
  • Knowledge
“After that part of the process i then get assistance from Sergio and Leah they were extremely responsive and would keep me updated on every end of the process.”
In Business Since 2019
402 W Broadway Suite 400, San Diego, CA
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Fleetridge Financial

Fleetridge Financial

(2)
Investment Management, Fiduciary Services, Tax Resolution
“I am a small business owner and I came with a big list of questions regarding state and federal taxes, sole proprietorship vs LLC, business income and expenses, liability insurance, investment accounts and deductions, subcontractors vs employees, etc...”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2015
Average Price Tag
3725 Talbot St # C, San Diego, CA
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Simpli Fi

Simpli Fi

(11)
“I also like their detailed quarterly reports with graphs included that explain how my portfolio has adjusted to the past economic or political crisis and how new adjustments will work with future conditions.”
In Business Since 2005
9666 Businesspark Ave Suite 111, San Diego, CA
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Ipsan West

Ipsan West

(20)
Conquer: Credit Consultation, Challenge: Dispute Credit Report, Check: Credit Report Analysis
“I've been in this industry for 26 plus years now and I've used multiple outlets that claim the same sort of results yet they fall very short of Ipsan West.”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr #200, San Diego, CA
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FSI Wealth Management

FSI Wealth Management

(8)
“Besides being extremely knowledgeable, professional and trustworthy, Paul just has this amazing demeanor and ability to make you feel comfortable and able to share your concerns freely.”
Above Average Price Tag
Licensed, BBB Rating: A+
In Business Since 1996
Accepts Cash
1455 Frazee Rd Suite 804, San Diego, CA
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Reyes Financial Architecture

Reyes Financial Architecture

(7)
“Since I do not have anything to worry about aside from myself and my wife Anne, I usually spend a lot of my retirement benefits buying anything for my daughters and their kids even though I know they are capable of buying it themselves.”
Transparent Fees & Pricing
License # 0G6604 | Department of
In Business Since 2007
Below Average Price Tag
4660 La Jolla Village Dr #725, San Diego, CA
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Thomas A Trax, Wealth Advisor, Cep- LPL Financial

Thomas A Trax, Wealth Advisor, Cep- LPL Financial

(5)
Retirement Income Strategies, Wealth Management, Financial Planning
“I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.”
Licensed, BBB Rating: A+
In Business Since 2002
2221 Camino del Rio S STE 307, San Diego, CA
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Armstrong, Fisch & Tutoli, Attorneys At Law

Armstrong, Fisch & Tutoli, Attorneys At Law

(1)
Hospice Care, Medi-Cal & Elder Law Planning, Coping With Alzheimer’s
“Stephanie Lord did a superb job handling both the creation of my family's and mother's estate plan.”
Licensed, BBB Rating: A+
In Business Since 1996
Above Average Price Tag
6050 Santo Rd Suite 240, San Diego, CA
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Daca Financial Group

Daca Financial Group

(4)
Mortgage Lending, Investment Services
“Our family has gone through several changes, requiring a Living Trust with Special Needs provisions, needing a realtor to sell our mom's home, after her passing, advising and planning our retirement investments, and of course, tax preparation every y...”
Licensed, BBB Accredited
In Business Since 2007
4542 Ruffner St #110, San Diego, CA
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Heritage Tax & Insurance Services

Heritage Tax & Insurance Services

(3)
Legacy Planning, Social Security Maximization, Tax Planning
“We have confidence in their recommendations and superior results.”
Licensed, BBB Accredited
In Business Since 2016
2650 Camino Del Rio N Suite #350, San Diego, CA
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Financial Security Designs

Financial Security Designs

(6)
  • Expertise
“His service is high quality and professional, and he is always knowledgeable about the latest regulations affectings these benefits- which is so important.”
Licensed, BBB Accredited
In Business Since 2008
16776 Bernardo Center Dr #203, San Diego, CA
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Canter Wealth

Canter Wealth

(3)
“His knowledge has given us peace of mind to know he is looking out for our best interest and is always there to answer any questions which is why we highly recommend his service.”
Licensed, BBB Rating: A+
In Business Since 2013
Below Average Price Tag
Serving San Diego Area
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Courtney Anderson EA Tax

Courtney Anderson EA Tax

(7)
Zoho Books Training, Start A Business, Taxes
“We have been trying to get more organized financially for a few years to be more proactive with investing and I am finally confident we found the professional to do it.”
In Business Since 2020
2801 B St Unit 2126, San Diego, CA
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Retirement Planning and Investment Management Services Estimated Cost in San Diego, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 202 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average range $2080 to $5720 is based on 202 cost profiles.

Why these companies made our list

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