{
  "path": "/advisors/ca/san-diego/carlsbad",
  "url": "https://advisorcensus.com/advisors/ca/san-diego/carlsbad",
  "page_type": "metro_city",
  "title": "Financial advisors in Carlsbad, CA",
  "filters": {},
  "scope_total": 44,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Carlsbad, CA?",
      "a": "AdvisorCensus lists 44 investment advisory firms with a principal office in Carlsbad, California (part of the San Diego metro area), from Form ADV filings as of October 2026: 17 SEC-registered, 25 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Carlsbad, CA?",
      "a": "14 of the 44 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Carlsbad, CA offer financial planning?",
      "a": "33 of the 42 firms in Carlsbad, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Carlsbad, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 44 investment advisory firms with a principal office in Carlsbad, California (part of the San Diego metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Diego metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Carlsbad, CA: 44 firms from Form ADV filings as of October 2026.",
  "total_firms": 44,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 17,
    "state": 25,
    "exempt": 2
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 14
    },
    {
      "code": "percentage_of_aum",
      "count": 35
    },
    {
      "code": "hourly",
      "count": 25
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 27
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 13
    },
    {
      "code": "5_to_9",
      "count": 12
    },
    {
      "code": "10_to_19",
      "count": 14
    },
    {
      "code": "20_plus",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 10
    },
    {
      "code": "25m_100m",
      "count": 10
    },
    {
      "code": "100m_500m",
      "count": 12
    },
    {
      "code": "500m_1b",
      "count": 2
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 7
    }
  ],
  "firms": [
    {
      "crd_number": 145873,
      "name": "10 Star Asset Management",
      "name_as_filed": "10 STAR ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/10-star-asset-management-carlsbad-ca-145873",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312367,
      "name": "77 Financial Group",
      "name_as_filed": "77 FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/77-financial-group-carlsbad-ca-312367",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116913,
      "name": "Anchor Bay Capital, Inc.",
      "name_as_filed": "ANCHOR BAY CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/anchor-bay-capital-inc-carlsbad-ca-116913",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327418,
      "name": "Anchor Bay Private Wealth LLC",
      "name_as_filed": "ANCHOR BAY PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/anchor-bay-private-wealth-llc-carlsbad-ca-327418",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281930,
      "name": "Andrew Marshall Financial LLC",
      "name_as_filed": "ANDREW MARSHALL FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/andrew-marshall-financial-llc-carlsbad-ca-281930",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141468,
      "name": "Antone Asset Management, Inc",
      "name_as_filed": "ANTONE ASSET MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/antone-asset-management-inc-carlsbad-ca-141468",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164081,
      "name": "Axxcess Wealth Management, LLC",
      "name_as_filed": "AXXCESS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310219,
      "name": "Birchwood Capital",
      "name_as_filed": "BIRCHWOOD CAPITAL",
      "url": "https://advisorcensus.com/firm/birchwood-capital-carlsbad-ca-310219",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297619,
      "name": "Bonsai Partners",
      "name_as_filed": "BONSAI PARTNERS",
      "url": "https://advisorcensus.com/firm/bonsai-partners-carlsbad-ca-297619",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 146587,
      "name": "Carlsbad Wealth Advisory Group, Inc.",
      "name_as_filed": "CARLSBAD WEALTH ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/carlsbad-wealth-advisory-group-inc-carlsbad-ca-146587",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304535,
      "name": "Centered Financial",
      "name_as_filed": "CENTERED FINANCIAL",
      "url": "https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309544,
      "name": "Cornerstone Wealth Advisors, Inc.",
      "name_as_filed": "CORNERSTONE WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-carlsbad-ca-309544",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283420,
      "name": "Coronado Investment Advisors, LLC",
      "name_as_filed": "CORONADO INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/coronado-investment-advisors-llc-carlsbad-ca-283420",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157694,
      "name": "Corvus Financial LLC",
      "name_as_filed": "CORVUS FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/corvus-financial-llc-carlsbad-ca-157694",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134276,
      "name": "Cottingham Management Company, LLC",
      "name_as_filed": "COTTINGHAM MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/cottingham-management-company-llc-carlsbad-ca-134276",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289985,
      "name": "DBA Seaside Financial & Insurance Services",
      "name_as_filed": "DBA SEASIDE FINANCIAL & INSURANCE SERVICES",
      "url": "https://advisorcensus.com/firm/dba-seaside-financial-and-insurance-services-carlsbad-ca-289985",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166163,
      "name": "Finances for Life, LLC",
      "name_as_filed": "FINANCES FOR LIFE, LLC",
      "url": "https://advisorcensus.com/firm/finances-for-life-llc-carlsbad-ca-166163",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282177,
      "name": "Financial Focus LLC",
      "name_as_filed": "FINANCIAL FOCUS LLC",
      "url": "https://advisorcensus.com/firm/financial-focus-llc-carlsbad-ca-282177",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134760,
      "name": "Financial Planning Solutions, Inc.",
      "name_as_filed": "FINANCIAL PLANNING SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/financial-planning-solutions-inc-carlsbad-ca-134760",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 31,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133270,
      "name": "Fletcher Financial, LLC",
      "name_as_filed": "FLETCHER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/fletcher-financial-llc-carlsbad-ca-133270",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311162,
      "name": "Fonte Financial Advisors",
      "name_as_filed": "FONTE FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/fonte-financial-advisors-carlsbad-ca-311162",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337425,
      "name": "Forum Private Wealth, LLC",
      "name_as_filed": "FORUM PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/forum-private-wealth-llc-carlsbad-ca-337425",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147537,
      "name": "Frank Financial Advisors",
      "name_as_filed": "FRANK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/frank-financial-advisors-carlsbad-ca-147537",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289013,
      "name": "Guide My Finances",
      "name_as_filed": "GUIDE MY FINANCES",
      "url": "https://advisorcensus.com/firm/guide-my-finances-carlsbad-ca-289013",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137579,
      "name": "Iammarino, Nicholas J.",
      "name_as_filed": "IAMMARINO, NICHOLAS J.",
      "url": "https://advisorcensus.com/firm/iammarino-nicholas-j-carlsbad-ca-137579",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334038,
      "name": "Inspiration Financial Planning",
      "name_as_filed": "INSPIRATION FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/inspiration-financial-planning-carlsbad-ca-334038",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299589,
      "name": "Intelligence Driven Advisers, LLC",
      "name_as_filed": "INTELLIGENCE DRIVEN ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175086,
      "name": "JMO Financial",
      "name_as_filed": "JMO FINANCIAL",
      "url": "https://advisorcensus.com/firm/jmo-financial-carlsbad-ca-175086",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323605,
      "name": "Meketa Fiduciary Management, LLC",
      "name_as_filed": "MEKETA FIDUCIARY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/meketa-fiduciary-management-llc-carlsbad-ca-323605",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311884,
      "name": "Meritage Wealth Management",
      "name_as_filed": "MERITAGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110516,
      "name": "MH & Associates Securities Management Corporation",
      "name_as_filed": "MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/mh-and-associates-securities-management-corporation-carlsbad-ca-110516",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 45,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163833,
      "name": "MKT Advisors LLC",
      "name_as_filed": "MKT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/mkt-advisors-llc-carlsbad-ca-163833",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141789,
      "name": "O'Reilly Wealth Advisors",
      "name_as_filed": "O'REILLY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298534,
      "name": "Otay Village III Manager, LLC",
      "name_as_filed": "OTAY VILLAGE III MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/otay-village-iii-manager-llc-carlsbad-ca-298534",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338392,
      "name": "Pacific Point Wealth Management",
      "name_as_filed": "PACIFIC POINT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pacific-point-wealth-management-carlsbad-ca-338392",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339680,
      "name": "Pax Horizon Wealth Management, LLC",
      "name_as_filed": "PAX HORIZON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pax-horizon-wealth-management-llc-carlsbad-ca-339680",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166722,
      "name": "Resource Capital Investment Corporation",
      "name_as_filed": "RESOURCE CAPITAL INVESTMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/resource-capital-investment-corporation-carlsbad-ca-166722",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 271039,
      "name": "Seaside Wealth Management, Inc.",
      "name_as_filed": "SEASIDE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141355,
      "name": "The Financial Team, Inc.",
      "name_as_filed": "THE FINANCIAL TEAM, INC.",
      "url": "https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147297,
      "name": "Vistica Wealth Advisors, LLC",
      "name_as_filed": "VISTICA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290139,
      "name": "Wealth Compass Financial, Inc.",
      "name_as_filed": "WEALTH COMPASS FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/wealth-compass-financial-inc-carlsbad-ca-290139",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286348,
      "name": "Wealthbuilders, LLC",
      "name_as_filed": "WEALTHBUILDERS, LLC",
      "url": "https://advisorcensus.com/firm/wealthbuilders-llc-carlsbad-ca-286348",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283764,
      "name": "Wealthrise Financial Planning, LLC",
      "name_as_filed": "WEALTHRISE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/wealthrise-financial-planning-llc-carlsbad-ca-283764",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337662,
      "name": "Wismar Financial",
      "name_as_filed": "WISMAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/wismar-financial-carlsbad-ca-337662",
      "city": "Carlsbad",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/san-diego",
      "label": "Financial advisors in San Diego, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/san-diego/la-jolla",
        "label": "Financial advisors in La Jolla, CA",
        "firm_count": 54
      },
      {
        "path": "/advisors/ca/san-diego/encinitas",
        "label": "Financial advisors in Encinitas, CA",
        "firm_count": 19
      },
      {
        "path": "/advisors/ca/san-diego/solana-beach",
        "label": "Financial advisors in Solana Beach, CA",
        "firm_count": 15
      },
      {
        "path": "/advisors/ca/san-diego/rancho-santa-fe",
        "label": "Financial advisors in Rancho Santa Fe, CA",
        "firm_count": 13
      },
      {
        "path": "/advisors/ca/san-diego/del-mar",
        "label": "Financial advisors in Del Mar, CA",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/san-diego/fee-only",
        "label": "Fee-only financial advisors in San Diego, CA",
        "firm_count": 132
      },
      {
        "path": "/advisors/ca/san-diego/flat-fee",
        "label": "Flat-fee financial advisors in San Diego, CA",
        "firm_count": 219
      },
      {
        "path": "/advisors/ca/san-diego/hourly",
        "label": "Hourly financial advisors in San Diego, CA",
        "firm_count": 166
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ca/san-diego/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in San Diego, CA"
      },
      {
        "path": "/advisors/ca/san-diego/corporate-executives",
        "firm_count": 1,
        "label": "Financial advisors for corporate executives in San Diego, CA"
      },
      {
        "path": "/advisors/ca/san-diego/women",
        "firm_count": 2,
        "label": "Financial advisors for women in San Diego, CA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}