CA · San Marcos

Fiduciary advisors in San Marcos, CA

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

2 listed Low coverage · not indexed

2 results in San Marcos

Jacob Driver - 1031 Exchange Specialist

San Marcos, California

1031 Capital Solutions, founded by Jason McMurtry and led by managing partners McMurtry (MBA) and Richard Gann (JD, California State Bar member since 1997), operates as a fiduciary investment advisor serving high-net-worth real estate investors in San Marcos, California. The firm provides fee-for-service advisory on 1031 exchanges, passive real estate investments, tax strategies, estate planning, and deal structuring, typically working with clients on transactions exceeding $10 million or involving complex ownership structures. The team includes Senior Vice President Jacob Driver, drawing on combined decades of experience across investment management, real estate brokerage, and legal practice. The firm holds Series 7, 63, and 65 securities registrations and operates under a fiduciary duty model rather than commission-based compensation.

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Linnea Westlake Advisory, Inc. dba Transworld Business Advisors

★5.0(2)

San Marcos, California

Linnea Westlake Advisory, operating under Transworld Business Advisors, is a California-licensed business brokerage and M&A advisory firm based in San Marcos serving business owners throughout the state. The firm works with established, profitable companies across sectors including home services, commercial services, B2B services, healthcare, niche manufacturing, distribution, specialty trades, SaaS, and franchises to evaluate sale readiness, identify value drivers, and execute confidential transactions. Services include operational assessment, business valuation, buyer networking, and transaction facilitation, supported by the principal's operational business background and deal experience. The firm holds California Business Broker License #02028068.

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Financial advisors in San Marcos, California

Advisors serving San Marcos 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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