# Flat-fee financial advisors in San Diego, CA

> AdvisorCensus lists 219 investment advisory firms with a principal office in the San Diego metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-diego/flat-fee

## At a glance

- Investment advisory firms: 219
- Registration: SEC-registered investment adviser: 119, State-registered investment adviser: 100
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 84 (38%); Percentage of assets 193 (88%); Hourly charges 143 (65%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 219 (100%); Commissions 5 (2%); Performance-based fees 23 (11%); Other 20 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 41 (19%); $25 million to $100 million 40 (18%); $100 million to $500 million 73 (33%); $500 million to $1 billion 20 (9%); $1 billion to $5 billion 11 (5%); Over $5 billion 11 (5%); Not reported 23 (11%)
- Years registered: Under 5 years 75 (34%); 5 to 9 years 69 (32%); 10 to 19 years 42 (19%); 20 years or more 32 (15%); Not reported 1 (0%)

## Firms (page 1 of 5, 1 to 50 of 219, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| ["Tate Asset Management" and "DCO Wealth Management"](https://advisorcensus.com/firm/tate-asset-management-and-dco-wealth-management-rancho-santa-fe-ca-160657) ([md](https://advisorcensus.com/firm/tate-asset-management-and-dco-wealth-management-rancho-santa-fe-ca-160657.md)) | 160657 | Rancho Santa Fe, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [7 Streets Financial, LLC](https://advisorcensus.com/firm/7-streets-financial-llc-san-diego-ca-282577) ([md](https://advisorcensus.com/firm/7-streets-financial-llc-san-diego-ca-282577.md)) | 282577 | San Diego, CA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [77 Financial Group](https://advisorcensus.com/firm/77-financial-group-carlsbad-ca-312367) ([md](https://advisorcensus.com/firm/77-financial-group-carlsbad-ca-312367.md)) | 312367 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Subscription, Fixed fee |
| [Adviceonly](https://advisorcensus.com/firm/adviceonly-san-diego-ca-334039) ([md](https://advisorcensus.com/firm/adviceonly-san-diego-ca-334039.md)) | 334039 | San Diego, CA | SEC-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Aligned Asset Management](https://advisorcensus.com/firm/aligned-asset-management-oceanside-ca-341768) ([md](https://advisorcensus.com/firm/aligned-asset-management-oceanside-ca-341768.md)) | 341768 | Oceanside, CA | State-registered investment adviser | Not reported | 0 | Fixed fee, Other |
| [Allen Financial Advisement, Inc.](https://advisorcensus.com/firm/allen-financial-advisement-inc-la-jolla-ca-337542) ([md](https://advisorcensus.com/firm/allen-financial-advisement-inc-la-jolla-ca-337542.md)) | 337542 | La Jolla, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Allora Wealth, LLC](https://advisorcensus.com/firm/allora-wealth-llc-san-diego-ca-336562) ([md](https://advisorcensus.com/firm/allora-wealth-llc-san-diego-ca-336562.md)) | 336562 | San Diego, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Alpha & Omega](https://advisorcensus.com/firm/alpha-and-omega-la-mesa-ca-105548) ([md](https://advisorcensus.com/firm/alpha-and-omega-la-mesa-ca-105548.md)) | 105548 | La Mesa, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Alphacore Capital LLC](https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346) ([md](https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346.md)) | 174346 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee |
| [American Money Management, LLC](https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357) ([md](https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357.md)) | 115357 | Rancho Santa Fe, CA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [Anchor Bay Capital, Inc.](https://advisorcensus.com/firm/anchor-bay-capital-inc-carlsbad-ca-116913) ([md](https://advisorcensus.com/firm/anchor-bay-capital-inc-carlsbad-ca-116913.md)) | 116913 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Andrew Marshall Financial LLC](https://advisorcensus.com/firm/andrew-marshall-financial-llc-carlsbad-ca-281930) ([md](https://advisorcensus.com/firm/andrew-marshall-financial-llc-carlsbad-ca-281930.md)) | 281930 | Carlsbad, CA | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Anora Wealth](https://advisorcensus.com/firm/anora-wealth-san-marcos-ca-337437) ([md](https://advisorcensus.com/firm/anora-wealth-san-marcos-ca-337437.md)) | 337437 | San Marcos, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Arcadia Private Wealth LLC](https://advisorcensus.com/firm/arcadia-private-wealth-llc-cardiff-by-the-sea-ca-339734) ([md](https://advisorcensus.com/firm/arcadia-private-wealth-llc-cardiff-by-the-sea-ca-339734.md)) | 339734 | Cardiff by the Sea, CA | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Ariston Services Group, LLC](https://advisorcensus.com/firm/ariston-services-group-llc-san-diego-ca-146255) ([md](https://advisorcensus.com/firm/ariston-services-group-llc-san-diego-ca-146255.md)) | 146255 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee, Performance fee |
| [Astra Wealth Management LLC](https://advisorcensus.com/firm/astra-wealth-management-llc-san-diego-ca-334609) ([md](https://advisorcensus.com/firm/astra-wealth-management-llc-san-diego-ca-334609.md)) | 334609 | San Diego, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [ATS Wealth Management](https://advisorcensus.com/firm/ats-wealth-management-san-diego-ca-137705) ([md](https://advisorcensus.com/firm/ats-wealth-management-san-diego-ca-137705.md)) | 137705 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Austin Consulting](https://advisorcensus.com/firm/austin-consulting-la-mesa-ca-327134) ([md](https://advisorcensus.com/firm/austin-consulting-la-mesa-ca-327134.md)) | 327134 | La Mesa, CA | State-registered investment adviser | $25 million to $100 million | 0 | Fixed fee |
| [Axxcess Wealth Management, LLC](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081) ([md](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081.md)) | 164081 | Carlsbad, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [Azimuth Wealth Advisors](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050) ([md](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050.md)) | 290050 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Bamboo Wealth Strategies](https://advisorcensus.com/firm/bamboo-wealth-strategies-san-diego-ca-170093) ([md](https://advisorcensus.com/firm/bamboo-wealth-strategies-san-diego-ca-170093.md)) | 170093 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Beacon Financial Management LLC](https://advisorcensus.com/firm/beacon-financial-management-llc-encinitas-ca-157454) ([md](https://advisorcensus.com/firm/beacon-financial-management-llc-encinitas-ca-157454.md)) | 157454 | Encinitas, CA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Benchmark Advisory Services, LLC](https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662) ([md](https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662.md)) | 305662 | San Diego, CA | SEC-registered investment adviser | Not reported | 7 | % of assets, Hourly, Fixed fee |
| [Beta Wealth Group, Inc](https://advisorcensus.com/firm/beta-wealth-group-inc-san-diego-ca-165224) ([md](https://advisorcensus.com/firm/beta-wealth-group-inc-san-diego-ca-165224.md)) | 165224 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Birchwood Capital](https://advisorcensus.com/firm/birchwood-capital-carlsbad-ca-310219) ([md](https://advisorcensus.com/firm/birchwood-capital-carlsbad-ca-310219.md)) | 310219 | Carlsbad, CA | State-registered investment adviser | $100 million to $500 million | 6 | Hourly, Fixed fee |
| [Blankinship & Foster, LLC](https://advisorcensus.com/firm/blankinship-and-foster-llc-solana-beach-ca-104795) ([md](https://advisorcensus.com/firm/blankinship-and-foster-llc-solana-beach-ca-104795.md)) | 104795 | Solana Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets, Hourly, Fixed fee |
| [Blue Sky Capital Consultants Group, Inc.](https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575) ([md](https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575.md)) | 329575 | Poway, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Blue Summit Wealth Management](https://advisorcensus.com/firm/blue-summit-wealth-management-san-diego-ca-148782) ([md](https://advisorcensus.com/firm/blue-summit-wealth-management-san-diego-ca-148782.md)) | 148782 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Boxer Capital Management, LLC](https://advisorcensus.com/firm/boxer-capital-management-llc-san-diego-ca-330106) ([md](https://advisorcensus.com/firm/boxer-capital-management-llc-san-diego-ca-330106.md)) | 330106 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Brandes Investment Partners, LP](https://advisorcensus.com/firm/brandes-investment-partners-lp-la-jolla-ca-105404) ([md](https://advisorcensus.com/firm/brandes-investment-partners-lp-la-jolla-ca-105404.md)) | 105404 | La Jolla, CA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Brava Financial](https://advisorcensus.com/firm/brava-financial-san-diego-ca-322054) ([md](https://advisorcensus.com/firm/brava-financial-san-diego-ca-322054.md)) | 322054 | San Diego, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Breakaway Independent Advisors, LLC](https://advisorcensus.com/firm/breakaway-independent-advisors-llc-san-diego-ca-340675) ([md](https://advisorcensus.com/firm/breakaway-independent-advisors-llc-san-diego-ca-340675.md)) | 340675 | San Diego, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Brian D. Lowder, Inc.](https://advisorcensus.com/firm/brian-d-lowder-inc-san-diego-ca-105972) ([md](https://advisorcensus.com/firm/brian-d-lowder-inc-san-diego-ca-105972.md)) | 105972 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Hourly, Fixed fee |
| [Bruce McIndoe & Associates, Inc.](https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708) ([md](https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708.md)) | 294708 | La Mesa, CA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Bull Oak Capital, LLC](https://advisorcensus.com/firm/bull-oak-capital-llc-rancho-santa-fe-ca-170325) ([md](https://advisorcensus.com/firm/bull-oak-capital-llc-rancho-santa-fe-ca-170325.md)) | 170325 | Rancho Santa Fe, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Cadena Financial Planning & Tax Services](https://advisorcensus.com/firm/cadena-financial-planning-and-tax-services-san-diego-ca-135892) ([md](https://advisorcensus.com/firm/cadena-financial-planning-and-tax-services-san-diego-ca-135892.md)) | 135892 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Canter Wealth](https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828) ([md](https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828.md)) | 167828 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [Capital Financial Management](https://advisorcensus.com/firm/capital-financial-management-san-diego-ca-130841) ([md](https://advisorcensus.com/firm/capital-financial-management-san-diego-ca-130841.md)) | 130841 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions |
| [Cardiff Park Advisors](https://advisorcensus.com/firm/cardiff-park-advisors-san-marcos-ca-126752) ([md](https://advisorcensus.com/firm/cardiff-park-advisors-san-marcos-ca-126752.md)) | 126752 | San Marcos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | Hourly, Fixed fee |
| [Carter Financial, LLC](https://advisorcensus.com/firm/carter-financial-llc-la-jolla-ca-298327) ([md](https://advisorcensus.com/firm/carter-financial-llc-la-jolla-ca-298327.md)) | 298327 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Castle Coast Wealth, LLC](https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439) ([md](https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439.md)) | 298439 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Cavu Wealth Management](https://advisorcensus.com/firm/cavu-wealth-management-lakeside-ca-299089) ([md](https://advisorcensus.com/firm/cavu-wealth-management-lakeside-ca-299089.md)) | 299089 | Lakeside, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Centered Financial](https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535) ([md](https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535.md)) | 304535 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Centura Wealth Advisory](https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985) ([md](https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985.md)) | 296985 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Chandler Asset Management Inc](https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287) ([md](https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287.md)) | 107287 | San Diego, CA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Chokshi & Queen Wealth Advisors](https://advisorcensus.com/firm/chokshi-and-queen-wealth-advisors-san-diego-ca-313833) ([md](https://advisorcensus.com/firm/chokshi-and-queen-wealth-advisors-san-diego-ca-313833.md)) | 313833 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Christopher Weil & Co Inc](https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090) ([md](https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090.md)) | 22090 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Fixed fee |
| [Clearview Financial, Inc.](https://advisorcensus.com/firm/clearview-financial-inc-san-diego-ca-131944) ([md](https://advisorcensus.com/firm/clearview-financial-inc-san-diego-ca-131944.md)) | 131944 | San Diego, CA | State-registered investment adviser | $100 million to $500 million | 25 | % of assets, Fixed fee |
| [Clelland & Company Inc](https://advisorcensus.com/firm/clelland-and-company-inc-san-diego-ca-105406) ([md](https://advisorcensus.com/firm/clelland-and-company-inc-san-diego-ca-105406.md)) | 105406 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee |
| [Coastedge Partners, LLC](https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685) ([md](https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685.md)) | 149685 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ca/san-diego/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in San Diego, CA?**
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.

**How many fee-only financial advisors are in San Diego, CA?**
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.

**How many financial advisors in San Diego, CA offer financial planning?**
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.

**Are the financial advisors in San Diego, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Flat-fee financial advisors in California](https://advisorcensus.com/advisors/ca/flat-fee) (https://advisorcensus.com/advisors/ca/flat-fee.md)
- [Fee-only financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/fee-only) (https://advisorcensus.com/advisors/ca/san-diego/fee-only.md)
- [Hourly financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/hourly) (https://advisorcensus.com/advisors/ca/san-diego/hourly.md)
- [Financial advisors for business owners in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/business-owners) (https://advisorcensus.com/advisors/ca/san-diego/business-owners.md)
- [Financial advisors for corporate executives in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/corporate-executives) (https://advisorcensus.com/advisors/ca/san-diego/corporate-executives.md)
- [Financial advisors for women in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/women) (https://advisorcensus.com/advisors/ca/san-diego/women.md)
- [Financial advisors in La Jolla, CA](https://advisorcensus.com/advisors/ca/san-diego/la-jolla) (https://advisorcensus.com/advisors/ca/san-diego/la-jolla.md)
- [Financial advisors in Carlsbad, CA](https://advisorcensus.com/advisors/ca/san-diego/carlsbad) (https://advisorcensus.com/advisors/ca/san-diego/carlsbad.md)
- [Financial advisors in Encinitas, CA](https://advisorcensus.com/advisors/ca/san-diego/encinitas) (https://advisorcensus.com/advisors/ca/san-diego/encinitas.md)
- [Financial advisors in Solana Beach, CA](https://advisorcensus.com/advisors/ca/san-diego/solana-beach) (https://advisorcensus.com/advisors/ca/san-diego/solana-beach.md)
- [Financial advisors in Rancho Santa Fe, CA](https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe) (https://advisorcensus.com/advisors/ca/san-diego/rancho-santa-fe.md)
- [Financial advisors in Del Mar, CA](https://advisorcensus.com/advisors/ca/san-diego/del-mar) (https://advisorcensus.com/advisors/ca/san-diego/del-mar.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in San Diego, CA: 219 firms from Form ADV filings as of October 2026.