Best Financial Advisors in San Diego, CA

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the San Diego area.

Practicecfo

Practicecfo

(50)
  • Success
  • Career
  • Decisions
“These meetings, done virtually, have saved us from surprises in what's happening in our business and how we need to act in regards to taxes, budget, kids college funds and retirement, to be sure we stay on track.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
i
Pacific Tax & Financial Group

Pacific Tax & Financial Group

(49)
  • Investments
  • Turbo Tax
  • Office
“So glad we did because Darren explained everything that he was doing in detail (unlike H & R Block) and we learned a lot about our rental property and much more.”
Coupons & Offers
In Business Since 2002
955 Boardwalk STE 203, San Marcos, CA
i
Business Broker Rita Barbato the A List Group

Business Broker Rita Barbato the A List Group

(49)
  • Communication
  • Results
  • Cash
“I had the pleasure of working with Rita exceptional business broker to sell my business, and I can't express how grateful I am for her expertise and professionalism.”
In Business Since 2007
10451 Newbliss Wy, San Diego, CA 92126
i
Accredited Debt Relief

Accredited Debt Relief

(46)
  • Debt Consolidation
  • Bankruptcy
  • Weight
“I was nervous and skeptical at the beginning of our conversation but by the end of the carefully explained process I felt extremely relieved and positive.”
In Business Since 2010
4370 La Jolla Village Dr Suite 920, San Diego, CA
i
San Diego Business Advisors

San Diego Business Advisors

(25)
  • Questions
“San Diego Business Advisors has impressed me from the beginning with their in depth knowledge as well as their desire to fully understand my business and my goals.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
3517 Camino del Rio S # 200, San Diego, CA
i
Pierre Tax and Wealth Management

Pierre Tax and Wealth Management

(48)
  • Communication
  • Responsive
  • Tax Law
“We had a bad experience with the firm we were with prior but Eric fixed thier mistakes, saved us money and has maintained an impeccably high level of customer service since.”
In Business Since 2019
1455 Frazee Rd Suite 500, San Diego, CA
i
The Options Lady

The Options Lady

(33)
Neutral Divorce Financial Analysis, Mediation Money Mentor, Divorce Financial Planning
“From overall financial planning guidance to ensuring you don't get blindsided in a divorce – her workshop is chock full of valuable information that every professional woman needs to know!!”
In Business Since 2012
3814 Quarter Mile Dr, San Diego, CA
i
Copley Financial Group

Copley Financial Group

(25)
  • Team
  • Future
  • Portfolio
“He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.”
Licensed, BBB Accredited
In Business Since 2012
2650 Camino Del Rio N Suite #350, San Diego, CA
i
CFG Wealth Management

CFG Wealth Management

(11)
Insurance, Mortgage, Estate Planning
“I never been before In this place, but food was super delicious and good customer service Mario was really helpful and friendly, I order Cajun shrimp and taco combo was booming!!!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2006
4370 La Jolla Village Dr Suite 630, San Diego, CA
i
Pars Financial Corporation

Pars Financial Corporation

(14)
“They really know what their doing, with the principal being an IRS Enrolled Agent (so you know they have your [tax] back even if you're NOT getting audited).”
Licensed, BBB Rating: A+
In Business Since 2000
8736 Production Ave b, San Diego, CA
i
Wealth Legacy Group

Wealth Legacy Group

(13)
  • Philanthropic
  • Know
  • Expertise
“RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise.”
Licensed, BBB Rating: A+
In Business Since 2006
4540 Kearny Villa Rd STE 114, San Diego, CA
i
Pacific Wealth Management

Pacific Wealth Management

(9)
Proactive Asset Management, Executive Compensation/Stock Plans, Retirement Planning
“Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.”
Licensed, BBB Rating: A+
In Business Since 2009
11512 El Camino Real #350, San Diego, CA
i
Pure Financial Advisors

Pure Financial Advisors

(3)
“Good advice with good results.”
Coupons & Offers
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2012
3131 Camino Del Rio N #1550, San Diego, CA
i
Reyes Financial Architecture

Reyes Financial Architecture

(7)
Planning, Investing, Second Opinion
“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.”
Licensed, BBB Rating: A+
In Business Since 2007
4660 La Jolla Village Dr #725, San Diego, CA
i
Darrin A. Santos, Cfp-Fsi Wealth

Darrin A. Santos, Cfp-Fsi Wealth

(30)
  • Future
  • Strategies
  • Financial Advisor
“Darrin and I have worked together for over 30 years, and he has successfully assisted my high networth and business clients navigate their financial planning and insurance needs.”
In Business Since 2022
1455 Frazee Rd Ste. 804-A, San Diego, CA
i
Fleetridge Financial

Fleetridge Financial

(2)
Fiduciary Services, Asset Management, Investment Management
“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 2017
3725 Talbot St # C, San Diego, CA
i
FSI Wealth Management

FSI Wealth Management

(9)
“I have no expertise in investing in these crazy times and, as a single women, the best decision I have made is to include Paul Neves as an important part of my financial future.”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1997
1455 Frazee Rd Suite 804, San Diego, CA
i
Dark Horse Cpas

Dark Horse Cpas

(45)
  • Tax Laws
  • Efficient
  • Small Business
“After I explained my situation, he immediately gave me different suggestions, even letting me know that I would likely be able to resolve the issue without going through a CPA (thus saving me money).”
Transparent Fees & Pricing
Serving San Diego Area
i
Ipsan West

Ipsan West

(30)
Conquer: Credit Consultation, Change: Debt Arbitration Process, Challenge: Dispute Credit Report
“Only within 30 days Bill and his Team have fixed the majority of my issues, granted I know it goes case by case but for me it has been an awesome experience.”
Free Initial Consultation
In Business Since 2009
12707 High Bluff Dr #200, San Diego, CA
i
Krvaric Capital & Risk Management

Krvaric Capital & Risk Management

(1)
Victor Krvaric
“I HIGHLY recommend Tony 💯!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
16935 W Bernardo Dr suite 112, San Diego, CA
i
Creative Capital Management Investments

Creative Capital Management Investments

(1)
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2011
6265 Greenwich Dr STE 201, San Diego, CA
i
Thomas A Trax, Wealth Advisor, Cep- LPL Financial

Thomas A Trax, Wealth Advisor, Cep- LPL Financial

(5)
Wealth Management, Retirement Planning, Retirement Income Strategies
“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 2005
2221 Camino del Rio S STE 307, San Diego, CA
i
Paul A. Neves, Cfp, Chfc -Fsi Wealth

Paul A. Neves, Cfp, Chfc -Fsi Wealth

Services, Wealth Planning, Insurance Services
“"There is not a high enough rating to describe the impact Paul Neves at FSI Wealth Management has made to my financial situation. I trust him 100% with my assets and his advice is always well reasoned and tremendously helpful. He has guided my with c...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1999
1455 Frazee Rd Suite 804, San Diego, CA
i
Armstrong, Fisch & Tutoli, Attorneys At Law

Armstrong, Fisch & Tutoli, Attorneys At Law

(4)
“While the trust was a thick document, and I really didn't have any issues with the beneficiaries, Stephanie helped with answering questions and providing suggestions or approaches to potential problems (transferring property, stocks, selling assets, ...”
Licensed, BBB Rating: A+
In Business Since 1997
6050 Santo Rd # 240, San Diego, CA
i

Retirement Planning and Investment Management Services in San Diego, CA Cost Estimates

Minimum cost
$1248
Maximum cost
$10604
National Average
$3743
Avg Per Hour Rates
$375
$2495
$6862
Typical price range is based on 464 cost profiles
Click to copy
Successfully copied!
Average Cost $3743
Minimum cost $1248
Maximum cost $10604
Avg Per Hour Rates $375

Typical range $2495 to $6862 is based on 464 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top