Fiduciary advisors in San Diego, CA

San Diego, California

ATS Wealth Management is an investment advisory firm in San Diego, California. Services include Estate Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

San Diego, California

Aurora Wealth Advisors is an investment advisory firm in San Diego, California. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Diego, California

C.B. Financial Insurance Services, Inc. is a family-owned wealth management firm based in San Diego with over 30 years of experience, offering investment management and retirement planning services. The firm employs a team approach to address client needs across different life stages—accumulation, preservation, and distribution—and was founded by Coley B. Davis III, a former law enforcement detective with a background in financial crimes investigation. The company serves individuals, families, and business owners primarily through client referrals.

San Diego, California

CCS Capital Management is a San Diego-based advisory firm operating under Wells Fargo Advisors that serves individuals, families, business owners, and executives. The firm offers retirement planning, estate planning, portfolio management, qualified retirement plans, executive financial services including stock plan administration, trust services, education funding through 529 plans, and divorce financial analysis. The team includes partners with backgrounds in accounting, investment management, and financial planning spanning multiple decades, with particular expertise in managing portfolios for high-net-worth individuals and owners of closely held or recently sold businesses.

San Diego, California

D'Arcy Capital Management is an SEC-registered investment adviser based in San Diego that serves business owners, professional athletes, and multi-generational families. Operating as a fiduciary on a fee-only basis, the firm provides wealth management and active portfolio management with in-house research capabilities. The team, which has worked together since 2007, emphasizes direct partner access and combines institutional resources with personalized service.

San Diego, California

Encompass Financial Services in San Diego offers income tax preparation, financial planning, investment management, estate planning, and wealth management services. The firm's advisors hold CPA and CFP certifications and conduct detailed reviews of clients' tax situations and investment portfolios, then develop financial plans supported by market simulations and quarterly portfolio monitoring. The practice emphasizes year-round tax strategy and coordinates across tax, investment, and estate planning needs.

San Diego, California

GH Wealth Management is an investment advisory firm in San Diego, California. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Diego, California

HSL & Associates is a fee-based financial planning and investment management firm founded in 1980, operating in San Diego, Phoenix, and Tucson with fiduciary responsibility to advisory clients. The firm offers retirement planning, investment guidance, insurance evaluation, college funding strategies, estate planning, and cash flow analysis to individuals and families across the United States. As an independently owned company without ties to brokerages, banks, or insurance carriers, HSL charges transparent fees and operates without sales quotas or production incentives. The team includes advisors such as Chris, who holds Series 7 and Series 66 registrations and specializes in comprehensive financial planning.

San Diego, California

Imeson Wealth Partners LLC is an investment advisory firm in San Diego, California. Services include Retirement Planning. Advisory services are available in English and Spanish. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

San Diego, California

Lightcap Financial Group is an independent financial advisory firm based in San Diego serving retirees, business owners, and families. The firm offers financial planning, retirement planning, investment management, insurance and annuity planning, estate planning, tax planning, and education planning through a four-step process of listening, collaborating, implementing, and monitoring. They use Charles Schwab as their featured custodian and partner with insurance and annuity carriers for additional services.

San Diego, California

LourdMurray is a San Diego-based financial advisory firm offering financial planning and investment management services focused on wealth management. The firm structures its advice around clients' personal values and interests, developing customized financial plans that address investments, retirement, estate, insurance, and education planning. Their investment approach emphasizes evidence-based strategies with attention to diversification and tax efficiency, avoiding speculative trading and trend-chasing.

San Diego, California

Lucia Capital Group is a San Diego-based financial planning and wealth management firm led by Ray Lucia Jr. as chairman and CEO, with locations nationwide. The firm employs CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Consultants, and in-house CFAs who operate as fiduciaries and charge on a household fee-based model. Services include comprehensive financial planning, portfolio management, tax-efficient strategy design, retirement income planning via their Bucket Strategy®, insurance planning, healthcare and long-term care planning, and estate coordination. The firm emphasizes a "Strategy First®" approach that prioritizes financial planning before investment selection, with ongoing monitoring and advice across client accounts.

San Diego, California

MPD Wealth is an investment advisory firm in San Diego, California. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Diego, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in San Diego, California. Services include Financial Planning and Investment Management. 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 3 Google reviews.

San Diego, California

Next Gen Financial Planning is a fee-only fiduciary firm in San Diego serving high-earning professionals in their 20s through 40s with financial planning, investment management, and tax planning services. All planners hold or are pursuing the CFP® designation, and the firm charges transparent fees paid directly by clients with no commissions or referral arrangements. The firm addresses questions spanning employee benefits, student loan strategies, equity compensation, insurance review, estate planning, and major life transitions aligned with clients' values and goals.

San Diego, California

Philip Bradshaw & Michael Bradshaw - Raymond James is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

San Diego, California

Platt Wealth Management is an investment advisory firm in San Diego, California. Services include Financial Planning and Investment Management. 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 22 Google reviews.

San Diego, California

Presidio Capital Management is an investment advisory firm in San Diego, California. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

San Diego, California

Sage Financial Planning is an investment advisory firm in San Diego, California. Services include Financial Planning and Retirement Planning. Advisory services are available in English and Spanish. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 8 Google reviews.

San Diego, California

Sedberry Wealth Solutions is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

San Diego, California

Stirling Financial Group, operating through Leeds Capital Group, LLC, is a registered investment advisor based in San Diego. The firm's financial consultants hold registrations with LPL Financial (FINRA/SIPC member) and provide investment advisory services to residents of states where they are properly licensed.

San Diego, California

Stratos Private Wealth is an investment advisory firm in San Diego, California. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Diego, California

Strong Valley Wealth & Pension is a San Diego-based financial advisory firm offering comprehensive wealth management and financial planning services, with a particular emphasis on retirement planning. The firm operates on a fee-based model and provides asset allocation, investment management, tax strategy optimization, estate planning guidance, and personal financial planning that addresses major life transitions. Strong Valley works with clients to assess their risk tolerance and align investment strategies with individual goals, and partners with Charles Schwab for custodial and account services.

San Diego, California

The Manning Companies is a San Diego-based firm offering financial planning and investment management services alongside banking solutions, corporate retirement plan consulting, education planning, estate and charitable giving strategies, and risk management. The firm coordinates multiple areas of client finances—including investments, cash management, lending, and wealth transfer—and employs investment managers to develop portfolio strategies using Raymond James institutional resources. Investment advisory services are provided through Raymond James Financial Services Advisors, Inc.

San Diego, California

Traction Wealth Management is a San Diego-based firm offering financial planning and investment management services. The firm develops financial plans that address retirement, investment strategy, and wealth preservation, with consideration given to tax efficiency. According to Google reviews, the firm maintains a 5-star rating across 61 customer submissions.

San Diego, California

United Capital Financial Advisors is an investment advisory firm in San Diego, California. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends. It holds a 5-star rating from 1 Google review.

San Diego, California

Van Nostrand Wealth Management is a fee-only registered investment advisor based in San Diego with an additional office in Austin, founded approximately 20 years ago by Mary Van Nostrand, a CFP® with over 30 years of industry experience. The firm provides financial planning and investment management services, with particular emphasis on retirement preparation, transition, and income planning for both established professionals and younger savers. Led by Van Nostrand and supported by advisors including Garrett Van Nostrand (CFA®) and Grant Van Nostrand (pursuing CFA certification), the firm operates under a fiduciary standard and receives compensation solely from client fees, with no product commissions.

San Diego, California

Wealth Legacy Group, Inc., based in San Diego, is a registered investment advisor and fiduciary firm founded by R. J. Kelly that has served clients for over 30 years. The firm specializes in estate planning, financial planning, insurance analysis, and investment management, with particular focus on entrepreneurs, business owners, and professional families navigating business transitions and wealth transfer. The firm employs a proprietary planning process that addresses asset management, retirement planning, estate and business succession planning, and family relationship considerations. Services include annual reviews to help clients align planning with their evolving circumstances and goals.