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Practicecfo
- Success
- Team
- Decisions
“They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially.”
Best Financial Advisors near San Marcos, CA
We have 14 firms in San Marcos on file; 1 of them is on this list, along with 23 from San Diego (21 mi).
3 open weekends · all 24 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Pacific Tax & Financial Group
- Turbo Tax
- Questions
- Tax Laws
“The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000.”
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Business Broker Rita Barbato the A List Group
- Questions
- Sell
- Phone
“In the end, you were able to get my business sold and I was able to walk away with cash in hand, not having to carry any of the financing, which was HUGE!”
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Accredited Debt Relief
- Tunnel
- Program
- Bankruptcy
“They are very helpful caring and are willing to go out of their way help u and get u on the right track I'm very grateful for them helping me it was going to take me long time to pay off my debt but they help me get that down so much thank you”
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Ipsan West
- Informative
- Credit Score
- Company
“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.”
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PTM Financial
- Retirement
- Goals
- Security
“We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals”
The 24 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 24 firms on this page are rated from 4.6 to 5.0 across 7,008 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (84%) and quality (73%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 3 are open on Saturdays and 2 on Sundays. 3 show a license on their websites and 12 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 3 list coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 3 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?
3 of the 24 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.
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The Options Lady
- Spouse
- Financial
- Retirement
“After arranging a meeting with her to sit down with my husband and I, we hired her to manage our stock portfolio, which she handled professionally and profitably.”
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San Diego Business Advisors
- Questions
- Polite
- Company
“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.”
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Copley Financial Group
- Parents
- Retirement
- Annuity
“The periodic Dinner/Investment Guidance Seminars are really helpful, Matt and team bring in seasoned successful Investment Professionals at the top of their game to give us a good sense of what's going on and the near future of Investments.”
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Pierre Tax and Wealth Management
- Uncle Sam
- Team
- Dollars
“Thanks to Eric and his team, I am able to take advantage of a lot of write-offs that I wasn't aware of and this makes a difference as the savings I am realizing is allowing me to reinvest into my craft of playing basketball.”
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Pacific Wealth Management
- Team
- Interest
- Portfolio
“We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures.”
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Darrin A. Santos, Cfp-Fsi Wealth
- Questions
- Retirement
- Market
“Over the past 20+ years Darrin has been a great resource and has helped me with his financial acumen to build a a secure and comfortable retirement portfolio.”
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Pars Financial Corporation
“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).”
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CFG Wealth Management
- Retirement
“Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances.”
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Wealth Legacy Group
- Team
- Know
- Life
“Is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does.”
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Pure Financial Advisors
- Advice
“He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
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Reyes Financial Architecture
“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.”
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Fleetridge Financial
“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...”
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Armstrong, Fisch & Tutoli, Attorneys At Law
“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, ...”
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Creative Capital Management Investments
“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.”
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Thomas A Trax, Wealth Advisor, Cep, Aams- LPL Financial
- Retirement
“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.”
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Krvaric Capital & Risk Management
“I HIGHLY recommend Tony 💯!”
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Bull Oak Capital
- Goals
- Team
- Strategic
“Ryan however was extremely helpful and I continued to subscribe to the firms newsletter to get generic macroeconomic insights and also understand their approach.”
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JW Financial
- Knowledge
“She is extremely professional, informative, and her level of expertise is wonderful.”
Retirement Planning and Investment Management Services in San Marcos, CA Cost Estimates
Minimum cost
$1160
Maximum cost
$9853
National Average
$3478
Avg Per Hour Rates
$348
$2319
$6376
Fair price range is based on 265 cost profiles
Why these companies made our list
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