{ "path": "/advisors/ca/san-diego/fee-only", "url": "https://advisorcensus.com/advisors/ca/san-diego/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in San Diego, CA", "filters": {}, "scope_total": 132, "faq": [ { "q": "How many financial advisory firms are there in San Diego, CA?", "a": "AdvisorCensus lists 423 investment advisory firms with a principal office in the San Diego metro area, from Form ADV filings as of October 2026: 182 SEC-registered, 162 state-registered, and 79 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 San Diego, CA?", "a": "132 of the 423 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 San Diego, CA offer financial planning?", "a": "241 of the 344 firms in San Diego, 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 San Diego, 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 132 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 132 investment advisory firms with a principal office in the San Diego metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "San Diego has 423 investment advisory firms with a principal office in the metro area as of October 2026: 182 SEC-registered, 162 state-registered, and 79 exempt reporting advisers. 132 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 146 report under $100 million in regulatory assets under management. The metro area has 1,171,278 households, 248,402 of them with income of $200,000 or more, or 587 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in San Diego, CA: 132 firms from Form ADV filings as of October 2026.", "total_firms": 132, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 59, "state": 73, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 132 }, { "code": "percentage_of_aum", "count": 115 }, { "code": "hourly", "count": 64 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 84 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 50 }, { "code": "5_to_9", "count": 37 }, { "code": "10_to_19", "count": 25 }, { "code": "20_plus", "count": 19 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 30 }, { "code": "100m_500m", "count": 37 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 12 } ], "firms": [ { "crd_number": 314509, "name": "First Light Retirement, LLC", "name_as_filed": "FIRST LIGHT RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/first-light-retirement-llc-del-mar-ca-314509", "city": "Del Mar", "state": "CA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318701, "name": "Flightpath Financial Planning", "name_as_filed": "FLIGHTPATH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/flightpath-financial-planning-del-mar-ca-318701", "city": "Del Mar", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322953, "name": "Focused Mission Financial", "name_as_filed": "FOCUSED MISSION FINANCIAL", "url": "https://advisorcensus.com/firm/focused-mission-financial-san-diego-ca-322953", "city": "San Diego", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 139958, "name": "Goodrich Financial Group, LLC", "name_as_filed": "GOODRICH FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/goodrich-financial-group-llc-escondido-ca-139958", "city": "Escondido", "state": "CA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332903, "name": "Gouda Wealth Planning", "name_as_filed": "GOUDA WEALTH PLANNING", "url": "https://advisorcensus.com/firm/gouda-wealth-planning-san-diego-ca-332903", "city": "San Diego", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168912, "name": "Gradient Capital Advisors, LLC", "name_as_filed": "GRADIENT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gradient-capital-advisors-llc-san-diego-ca-168912", "city": "San Diego", "state": "CA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300030, "name": "Hayes Hart CPA's Wealth Management, Inc", "name_as_filed": "HAYES HART CPA'S WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/hayes-hart-cpa-s-wealth-management-inc-coronado-ca-300030", "city": "Coronado", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171681, "name": "Hemispheres Investment Management", "name_as_filed": "HEMISPHERES INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/hemispheres-investment-management-san-marcos-ca-171681", "city": "San Marcos", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288600, "name": "Herges Capital Management", "name_as_filed": "HERGES CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/herges-capital-management-san-diego-ca-288600", "city": "San Diego", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156428, "name": "Highlands Wealth Advisors, LLC", "name_as_filed": "HIGHLANDS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/highlands-wealth-advisors-llc-san-diego-ca-156428", "city": "San Diego", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149576, "name": "Illumination Wealth Management", "name_as_filed": "ILLUMINATION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/illumination-wealth-management-san-diego-ca-149576", "city": "San Diego", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 323589, "name": "Joseph M. Sebo, CFP Inc.", "name_as_filed": "JOSEPH M. SEBO, CFP INC.", "url": "https://advisorcensus.com/firm/joseph-m-sebo-cfp-inc-oceanside-ca-323589", "city": "Oceanside", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330208, "name": "JRO Wealth Management LLC", "name_as_filed": "JRO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jro-wealth-management-llc-encinitas-ca-330208", "city": "Encinitas", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161174, "name": "JSB Capital Management, LLC", "name_as_filed": "JSB CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jsb-capital-management-llc-del-mar-ca-161174", "city": "Del Mar", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316431, "name": "Kaiyo Wealth LLC", "name_as_filed": "KAIYO WEALTH LLC", "url": "https://advisorcensus.com/firm/kaiyo-wealth-llc-san-diego-ca-316431", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282172, "name": "Kelly Financial Group LLC", "name_as_filed": "KELLY FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/kelly-financial-group-llc-encinitas-ca-282172", "city": "Encinitas", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112327, "name": "LA Jolla Asset Management, Inc.", "name_as_filed": "LA JOLLA ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/la-jolla-asset-management-inc-san-diego-ca-112327", "city": "San Diego", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317343, "name": "Law Office of Jamie Townsend", "name_as_filed": "LAW OFFICE OF JAMIE TOWNSEND", "url": "https://advisorcensus.com/firm/law-office-of-jamie-townsend-escondido-ca-317343", "city": "Escondido", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 141606, "name": "Leedom Asset Management, Inc.", "name_as_filed": "LEEDOM ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/leedom-asset-management-inc-rancho-santa-fe-ca-141606", "city": "Rancho Santa Fe", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151307, "name": "Lewis Advisory Group", "name_as_filed": "LEWIS ADVISORY GROUP", "url": "https://advisorcensus.com/firm/lewis-advisory-group-san-diego-ca-151307", "city": "San Diego", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120277, "name": "LM Capital Group, LLC", "name_as_filed": "LM CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/lm-capital-group-llc-san-diego-ca-120277", "city": "San Diego", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298119, "name": "Longhouse Wealth Management", "name_as_filed": "LONGHOUSE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/longhouse-wealth-management-encinitas-ca-298119", "city": "Encinitas", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281532, "name": "M Wealth Management, LLC", "name_as_filed": "M WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m-wealth-management-llc-san-diego-ca-281532", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331404, "name": "McWilliams Asset Management Inc.", "name_as_filed": "MCWILLIAMS ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/mcwilliams-asset-management-inc-san-marcos-ca-331404", "city": "San Marcos", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329939, "name": "Measured Money Maneuvers", "name_as_filed": "MEASURED MONEY MANEUVERS", "url": "https://advisorcensus.com/firm/measured-money-maneuvers-salana-beach-ca-329939", "city": "Salana Beach", "state": "CA", "years_registered": 2, "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": 115537, "name": "Mentor Financial Advisory Group, Ltd.", "name_as_filed": "MENTOR FINANCIAL ADVISORY GROUP, LTD.", "url": "https://advisorcensus.com/firm/mentor-financial-advisory-group-ltd-del-mar-ca-115537", "city": "Del Mar", "state": "CA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 167276, "name": "Metis Global Partners, LLC", "name_as_filed": "METIS GLOBAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/metis-global-partners-llc-san-diego-ca-167276", "city": "San Diego", "state": "CA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "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": 151284, "name": "Nerad + Deppe Wealth Management", "name_as_filed": "NERAD + DEPPE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/nerad-plus-deppe-wealth-management-la-jolla-ca-151284", "city": "La Jolla", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285858, "name": "Next Alpha Capital, LLC", "name_as_filed": "NEXT ALPHA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/next-alpha-capital-llc-san-diego-ca-285858", "city": "San Diego", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 337683, "name": "Next GEN Financial Planning", "name_as_filed": "NEXT GEN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/next-gen-financial-planning-san-diego-ca-337683", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122345, "name": "Opus Investment Advisors, LLC", "name_as_filed": "OPUS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345", "city": "Oceanside", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119428, "name": "Orion Capital Management LLC", "name_as_filed": "ORION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428", "city": "Coronado", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328540, "name": "Pacific Equity Advisors LLC", "name_as_filed": "PACIFIC EQUITY ADVISORS LLC", "url": "https://advisorcensus.com/firm/pacific-equity-advisors-llc-la-jolla-ca-328540", "city": "La Jolla", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308292, "name": "Pathview Wealth Advisors", "name_as_filed": "PATHVIEW WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292", "city": "San Diego", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 297487, "name": "Platt Wealth Management", "name_as_filed": "PLATT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/platt-wealth-management-san-diego-ca-297487", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343307, "name": "Puente Wealth", "name_as_filed": "PUENTE WEALTH", "url": "https://advisorcensus.com/firm/puente-wealth-san-diego-ca-343307", "city": "San Diego", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144316, "name": "Pure Financial Advisors, LLC", "name_as_filed": "PURE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pure-financial-advisors-llc-san-diego-ca-144316", "city": "San Diego", "state": "CA", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338966, "name": "Rabbitplans", "name_as_filed": "RABBITPLANS", "url": "https://advisorcensus.com/firm/rabbitplans-coronado-ca-338966", "city": 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