6 advisors with offices in Carlsbad. Credentials, fee structures, and minimums are disclosed on each listing.
Carlsbad, California
Atterbury Investment Management is an investment advisory firm in Carlsbad, California. Services include Investment Management. The office has a wheelchair-accessible entrance.
View detailsCarlsbad, California
Financial Focus is a wealth management firm in Carlsbad, California serving high-net-worth individuals, professionals, families, business owners, and retirees. Founded by Barbara, a Certified Financial Planner™, the firm offers financial planning, investment portfolio design, retirement planning, tax strategy optimization, estate planning coordination, 401(k) management, insurance needs analysis, and assistance with major financial goals. The firm develops personalized financial strategies based on client goals and implements and monitors those plans over time.
View detailsCarlsbad, California
Halbert Hargrove Carlsbad is an investment advisory firm in Carlsbad, California. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.
View detailsCarlsbad, California
Trek Financial, based in Carlsbad, California, is led by CFP® professional Gavin Schmitt, who holds a master's degree in finance and a Certificate in Financial Planning from Pepperdine University. The firm offers comprehensive financial planning services including investment advice, cash flow and tax planning, equity compensation strategy, insurance coordination, and retirement planning, serving high-income individuals, families, and business owners. Schmitt, a Series 65 registered investment advisor representative with life and health insurance licenses, employs planning software such as eMoney and Holistiplan to develop personalized strategies that address clients' goals, values, and evolving circumstances.
View detailsCarlsbad, California
Wealthrise Financial Planning is a fee-only registered investment advisor based in Carlsbad, California, offering investment management, retirement planning, tax planning, insurance strategy, education planning, and cash flow management. The firm's advisors adhere to CFP® Board Standards and construct portfolios using diversified funds from Dimensional Fund Advisors and Vanguard, grounded in academic finance research. As an independent advisor, the firm does not earn commissions or product-based fees, and employs a structured planning process covering data gathering, goal analysis, and ongoing monitoring. Clients may also engage the firm on an hourly basis for financial planning advice without investment management.
View detailsCarlsbad, California
West & Walters Tax and Wealth Management, based in Carlsbad, California, offers financial planning, investment management, and tax planning services. The firm develops personalized retirement strategies and portfolio management approaches, along with risk assessment and insurance planning guidance. They serve both individuals and business clients, including corporate and nonprofit retirement account solutions.
View detailsAdvisors serving Carlsbad specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.