Best Financial Advisors in San Diego, CA

The highest-rated Financial Planning & Wealth Management firms out of 395 vetted & reviewed in the San Diego area.

Reason Financial

Reason Financial

(4)
“A beard you can trust.”
In Business Since 2000
4747 Morena Blvd #102, San Diego, CA
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Credence Payments

Credence Payments

(2)
Retail, Nonprofits, High Risk
“Was able to help us with our processing needs when no one else could!”
In Business Since 2015
2074 3rd Ave, San Diego, CA
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San Diego Wealth Management

San Diego Wealth Management

(1)
“I can honestly say that with San Diego Wealth Management's assistance, my wife and I are not only looking forward to our retirement, but were are starting it years before we thought we could.”
CFP Certified
In Business Since 2010
6390 Greenwich Dr Suite 230, San Diego, CA
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Copley Financial Group

Copley Financial Group

(26)
  • Future
  • Family
  • Market
“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
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Practicecfo

Practicecfo

(29)
  • Goals
  • Read
  • Information
“I feel like being a Dental Accounting Firm and Financial Planning Firm combined into one gives him that much more knowledge about our situation constantly, and helps ensure nothing is missed.”
Transparent Fees & Pricing
In Business Since 2012
13400 Sabre Springs Pkwy #255, San Diego, CA
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Pars Financial Corporation

Pars Financial Corporation

(11)
  • Tax
“Afshar is just one of the smartest, best CP As I have ever come across.”
Licensed, BBB Rating: A+
In Business Since 2001
8736 Production Ave b, San Diego, CA
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Wealth Legacy Group

Wealth Legacy Group

(11)
  • Expertise
  • Business
  • Know
“I'm always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team's care.”
Licensed, BBB Rating: A+
In Business Since 2005
4540 Kearny Villa Rd # 114, San Diego, CA
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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 2018
3725 Talbot St # C, San Diego, CA
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Pure Financial Advisors

Pure Financial Advisors

(2)
“I learned a lot from their show.”
Coupons & Offers
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2011
3131 Camino Del Rio N #1550, San Diego, CA
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The Options Lady

The Options Lady

(26)
Course: Financial Independence For Women, Neutral Divorce Financial Analysis, Mediation Money Mentor
“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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Bull Oak Capital

Bull Oak Capital

(21)
  • Retirement
  • Goals
  • Strategic
“Based on our experience so far, we would recommend Ryan at Bull Oak Capital if you are seeking investment strategies, investment management, or need a very detailed financial plan mapped out for you and your family.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2013
4747 Executive Dr Suite 1010, San Diego, CA
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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 1996
1455 Frazee Rd Suite 804, San Diego, CA
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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
San Diego Business Advisors

San Diego Business Advisors

(5)
“Thanks for the update Stephen!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2003
3517 Camino del Rio S Suite 200, San Diego, CA
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Pacific Wealth Management

Pacific Wealth Management

(9)
Proactive Asset Management, Executive Compensation, 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.”
CFP Certified
In Business Since 2008
11512 El Camino Real #350, San Diego, CA
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Armstrong, Fisch & Tutoli, Attorneys At Law

Armstrong, Fisch & Tutoli, Attorneys At Law

(1)
“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
6050 Santo Rd # 240, 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
Licensed, BBB Rating: A+
In Business Since 2006
4660 La Jolla Village Dr #725, San Diego, CA
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Donald Fischer Licensed Fiduciary

Donald Fischer Licensed Fiduciary

(2)
Naming a Successor Trustee, Court Appointed Receiver
“If you are looking for a great receiver.”
Free Initial Consultation
Emergency Services
In Business Since 2017
7710 Hazard Center Dr suite e, San Diego, CA
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JW Financial

JW Financial

(16)
Medical Collective State Income Tax Returns, Sole Proprietor Federal/State Income Tax Returns, Non-Profit Federal/State Income Tax Returns
“Run of the mill companies didn't come close to delving into my financials to find all the deductions I was entitled to.”
In Business Since 2017
1286 University Ave #1025, San Diego, CA
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Quickpay Funding

Quickpay Funding

(6)
Industries
“There is so much to love about Quick Pay Funding from carrier setups to 24 hour exceptional LIVE customer service, and 24hr 365 days a year funding they are unmatchable.”
Emergency Services
Licensed
In Business Since 2015
6150 Lusk Blvd b201, San Diego, CA
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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
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Average Cost $3743
Minimum cost $1248
Maximum cost $10604
Avg Per Hour Rates $375

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

Why these companies made our list

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