Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
San Diego, California, is known for its diverse economy driven by technology, defense, tourism, and biotech. Job opportunities are abundant in the city, especially in STEM fields. Retirees enjoy a warm climate and access to top-tier healthcare, though the high cost of living and state taxes can be a challenge. While the city's opportunities are vast, so are its financial complexities-anging from high real estate prices to unique tax considerations. Working with an experienced financial advisor in San Diego can help you navigate these challenges and achieve your long-term financial goals.
With over 2000+ financial advisors in San Diego, finding the right professional for your specific financial needs can be challenging. WiserAdvisor simplifies the process by connecting you with 2-3 vetted top financial advisors in San Diego who best match your requirements. Whether you're looking for investment management, retirement planning, wealth-building strategies, or financial planning in San Diego, we can help you find a trusted expert.
For over two decades, WiserAdvisor has maintained a trusted directory of San Diego financial advisors who meet strict industry standards. Every San Diego financial planner in our network is screened for experience and maintains clean records with FINRA and SEC. WiserAdvisor is here to help you make an informed decision.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $6,292,814,320 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | Not Specified | Not Specified | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 144316
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
3131 Camino del Rio N,
Suite 1550,
San Diego,
CA
92108
Phone Number
619-814-4100
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just seventeen years of the firm's opening, Pure Financial surpassed $6.29 billion in client assets under management (as of March 25, 2024) and is currently helping over 4,975 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to data backed by the science of capital markets to form our strategies. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 153184
Compensation/Fee Based on Assets
Office Location
12348 High Bluff Drive,
Suite 200,
San Diego,
CA
92130
Phone Number
844-249-6534
Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most. At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.
Advisory Services Provided:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Compensation/Fee Fee-Based
Office Location
2173 Salk Ave,
Suite 250 #42,
Carlsbad,
CA
92008
Phone Number
760-930-7629
Entrepreneur, yogi, ... always learning, always growing. No two people are the same. Your goals, risk tolerance, priorities and approach to life are important to me. I have proudly been with with Prudential Advisors for the past 10 years. Working with business owners, retirees and families in planning how they can achieve their financial goals is energizing and why I love my job. Book a call and let's talk! I'm Most Proud Of: The freedom and peace my services bring to my clients' lives. Click HERE To Learn More About Serena Kim
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 52 | 1049 | $41,582,938,832 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 626 | 30369 | $6,750,889,024 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
|
| 139 | 17762 | $6,292,814,320 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 20 | 38 | $4,996,891,947 | A percentage of AUM |
|
| 833 | 26968 | $4,664,869,848 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 373 | 12 | $4,522,406,024 | A percentage of AUM, Performance Based |
|
| 26 | 31 | $4,382,705,923 | A percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES) |
|
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121 |
5 | 10 | $3,955,806,039 | A percentage of AUM |
| 34 | 10985 | $3,763,899,427 | A percentage of AUM, Fixed fees, Performance Based |
|
| 39 | 1051 | $3,506,282,702 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT) |
|
| 9 | 24 | $3,495,138,602 | A percentage of AUM |
|
| 351 | 11146 | $2,554,158,376 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 17 | 27 | $2,548,043,383 | A percentage of AUM, Performance Based |
|
| 24 | 1 | $2,543,913,691 | Fixed fees, Performance Based |
|
| 21 | 977 | $2,123,359,687 | A percentage of AUM, Fixed fees, Other (REFERRAL FEE) |
To find a reputable financial advisor in San Diego, start by defining your financial goals, such as retirement planning, investment management, estate planning, or tax management. Look for top financial advisors in San Diego with fiduciary responsibility, meaning they are legally required to act in your best interest. You can verify credentials using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website.
A quick and effective way to find a qualified advisor is by using WiserAdvisor's free match tool. This tool connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and hold clean records with FINRA and the SEC.
WiserAdvisor has maintained a trusted directory of financial advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in San Diego - eliminating the hassle of searching on your own.
Working with a financial advisor in San Diego provides several benefits, including expertise in California's tax laws to devise tax-efficient investment strategies concurrent with the state tax regulations. The advisor can create a personalized plan taking into account the city's high cost of living, real estate trends, and job market. The advisor may also have connections with local professionals such as estate planners, tax professionals, and real estate experts.
San Diego financial advisors consider the city's high cost of living by incorporating strategies to manage housing expenses, maximize income, and optimize savings. They help clients allocate funds for essential expenses while ensuring you do not neglect your savings. The advisor considers real estate trends and advises on buying, renting, or investing in property. They also recommend strategies like contributing to tax-advantaged retirement accounts and HSAs to maximize savings and create diversified portfolios to help offset the high cost of living and support long-term wealth growth.
If you're hiring an advisor for financial planning in San Diego, they should consider California's high state income tax rates and help clients minimize tax liabilities. Assist with mortgage strategies, refinancing, and investment property planning. Create specialized financial plans that account for the city's higher expenses while still prioritizing savings and investments. Further, since San Diego has a strong military presence, many residents may require specialized financial strategies, including VA benefits and military retirement planning.
The cost of hiring a financial advisor in San Diego varies based on the advisor?s fee structure and services provided. Common fee models include:
Yes, many San Diego financial advisors offer virtual consultations through video calls, phone meetings, and secure online portals. Virtual meetings provide flexibility for busy professionals, remote workers, and military families who may be traveling or living abroad. While some clients prefer in-person meetings, a financial planner in San Diego can still provide comprehensive financial guidance remotely.
When selecting a financial advisor in San Diego, check for these key certifications:
If you wish to work with a qualified San Diego financial planner, do check the advisor's credentials through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database.
San Diego financial advisors assist with estate planning by helping clients create wills, trusts, and tax-efficient wealth transfer strategies. A financial planner in San Diego will recommend trusts to minimize estate taxes and ensure assets are passed on efficiently. They suggest charitable giving plans and tax-efficient wealth transfer strategies to lower taxes. A qualified San Diego financial advisor will also help navigate California's probate laws and create personalized strategies to avoid unnecessary legal complications. Additionally, they will ensure the clients' estate plans align with their financial goals while minimizing tax liabilities and legal hurdles.
