CA · Encinitas

Fiduciary advisors in Encinitas, CA

2 advisors with offices in Encinitas. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Encinitas

Independent Wealth Solutions

Encinitas, California

Independent RIA

Independent Wealth Solutions is a registered investment adviser in Encinitas, California, serving San Diego County since 1988. The firm offers financial planning, retirement planning, investment management, and estate planning services to high-net-worth individuals, small business owners, and families, with particular expertise in tax-efficient retirement strategies and small business owner needs. The firm manages approximately $80 million in assets for over 300 clients and employs a proprietary planning process designed to adapt as clients' circumstances and goals evolve.

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Tidewater Financial

★4.8(13)

Encinitas, California

Tidewater Financial is a wealth management and retirement planning firm in Encinitas, California, with over 55 years of operating history. The firm serves affluent individuals and families, specializing in tax-efficient strategies including municipal bonds, fixed-income portfolio management, and retirement planning. Led by Co-CEOs Justin Parker and Walter Valenzuela, who each bring nearly three decades of experience in financial advisory roles, the firm offers personalized wealth accumulation and preservation services. The team includes Associate Advisor Jackson Dalu and operates by appointment to assess client needs.

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Financial advisors in Encinitas, California

Advisors serving Encinitas 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.

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