Practicecfo
“We had a great meeting with Justin Reed today alway very detailed information related to new developments on state and federal regulations I enjoyed the meeting and learned a ton”
Best Financial Advisors near San Marcos, CA
We have 8 firms in San Marcos on file. Only the highest-rated make our list: one of them made it, along with 9 from San Diego (21 mi).
1 open weekends · all 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Pacific Tax & Financial Group
“I just wanted to thank Pacific Tax for the great customer service that I always receive especially from Julie and David.”
PTM Financial
“James is very proactive with regular communication to explain worrisome market trends; that has provided us the peace of mind necessary to fully enjoy retirement.”
The Options Lady
“She is super knowledgeable about the subject matter, excellent advice, and straight to the point.”
Pacific Wealth Management
“Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts.”
CFG Wealth Management
“Personalized attention, patient and knowledgeable advisors and a staff always willing to help.”
The 10 firms listed for San Marcos, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Marcos, CA
The 10 firms on this page are rated from 4.6 to 5.0 across 328 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 list coupons or special offers. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 9 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for San Marcos take financial planning bookings online?
2 of the 10 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Pars Financial Corporation
“I have been using Pars Financial for over ten years and would highly recommend without hesitation!”
Book onlineBook
Reyes Financial Architecture
“They make being confused about my financial future less frightening.”
Krvaric Capital & Risk Management
Bull Oak Capital
“If you're looking for an honest, credible and hardworking financial manager or investment management firm, Bull Oak Capital should be number one on your list.”
Why these companies made our list
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