Financial Advisors in San Diego, CA
Looking for financial advisors near you in San Diego? This page lists 8 independent financial advisors in San Diego, California, from Brandes Investment Partners, L.P., Encompass Financial Services, Formula Funding and more. Each listing links to the business website and shows the address, phone number and opening hours when they are published. Featured businesses appear first.
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8 financial advisors in San Diego
How to choose a financial advisor in San Diego
- Ask whether they act as a fiduciary at all times, and request their Form ADV or check them through the SEC Investment Adviser Public Disclosure site and FINRA BrokerCheck.
- Understand how they are paid. Fee-only, commission, and hybrid models create different incentives, and you should get the full fee schedule in writing.
- Look for relevant credentials, such as CFP, and ask about their typical client so you know whether your goals and account size match their experience.
- Walk away from guaranteed returns, pressure to move money quickly, or products they cannot explain simply. Legitimate advisors welcome questions and give you time.
Frequently asked questions
How many financial advisors are listed in San Diego?
Essential Biz Directory currently lists 8 independent financial advisors in San Diego, California. New businesses are added regularly, and owners can add their own listing for a one-time fee of $9.99.
How do I choose between financial advisors in San Diego?
Start with location and opening hours, then visit each business website to compare services, credentials and pricing. Contact two or three options with the same questions so you can compare their answers side by side.
How do I find a good financial advisor near me?
Search your city for advisors who serve people in your situation, then check their records on FINRA BrokerCheck and the SEC adviser database. Meet a few, ask how they are paid, and pick the one who explains their approach clearly.
How much does a financial advisor cost?
Costs vary by model. Some charge a percentage of assets, some a flat or hourly fee, and some earn commissions on products. Ask each advisor for a written fee schedule so you can compare the total cost of working together.