{
  "path": "/advisors/ca/san-diego/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/ca/san-diego/for-retirement-plans/page/2",
  "page_type": "metro_answer",
  "title": "Financial advisors for retirement plans in San Diego, CA",
  "filters": {},
  "scope_total": 125,
  "faq": [
    {
      "q": "Which financial advisors in San Diego, CA work with retirement plans?",
      "a": "125 investment advisory firms with a principal office in the San Diego metro area report retirement plans among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "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": "Find financial advisors in San Diego, CA who work with retirement plans. AdvisorCensus lists 125 investment advisory firms with a principal office in the San Diego metro area that report retirement plans among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.",
  "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. Financial advisors for retirement plans in San Diego, CA: 125 firms from Form ADV filings as of October 2026.",
  "total_firms": 125,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 93,
    "state": 32,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 39
    },
    {
      "code": "percentage_of_aum",
      "count": 122
    },
    {
      "code": "hourly",
      "count": 69
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 90
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 18
    },
    {
      "code": "other",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 24
    },
    {
      "code": "5_to_9",
      "count": 43
    },
    {
      "code": "10_to_19",
      "count": 33
    },
    {
      "code": "20_plus",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 21
    },
    {
      "code": "100m_500m",
      "count": 49
    },
    {
      "code": "500m_1b",
      "count": 17
    },
    {
      "code": "1b_5b",
      "count": 16
    },
    {
      "code": "over_5b",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 315096,
      "name": "Hafnia Financial, Inc.",
      "name_as_filed": "HAFNIA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/hafnia-financial-inc-san-diego-ca-315096",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155865,
      "name": "Hamilton Manor & Associates",
      "name_as_filed": "HAMILTON MANOR & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333146,
      "name": "Harvestwise Wealth Planning",
      "name_as_filed": "HARVESTWISE WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/harvestwise-wealth-planning-escondido-ca-333146",
      "city": "Escondido",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "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": 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": 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": 7717,
      "name": "Independent Financial Group, LLC",
      "name_as_filed": "INDEPENDENT FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/independent-financial-group-llc-san-diego-ca-7717",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "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": 323032,
      "name": "International Private Wealth Advisors LLC",
      "name_as_filed": "INTERNATIONAL PRIVATE WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/international-private-wealth-advisors-llc-san-diego-ca-323032",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152990,
      "name": "IPG Investment Advisors, LLC",
      "name_as_filed": "IPG INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ipg-investment-advisors-llc-san-diego-ca-152990",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160169,
      "name": "Irving Advisory Group, LLC",
      "name_as_filed": "IRVING ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/irving-advisory-group-llc-san-marcos-ca-160169",
      "city": "San Marcos",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333645,
      "name": "Jet Wealth Advisors",
      "name_as_filed": "JET WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/jet-wealth-advisors-la-jolla-ca-333645",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117811,
      "name": "Kachkovsky & Fisher, Inc.",
      "name_as_filed": "KACHKOVSKY & FISHER, INC.",
      "url": "https://advisorcensus.com/firm/kachkovsky-and-fisher-inc-san-diego-ca-117811",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157232,
      "name": "Kalo Capital Management, LLC",
      "name_as_filed": "KALO CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kalo-capital-management-llc-san-diego-ca-157232",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288792,
      "name": "Kingswood Wealth Advisors, LLC",
      "name_as_filed": "KINGSWOOD WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kingswood-wealth-advisors-llc-san-diego-ca-288792",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282424,
      "name": "Lanyon Advisory Services",
      "name_as_filed": "LANYON ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/lanyon-advisory-services-del-mar-ca-282424",
      "city": "Del Mar",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "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": 334873,
      "name": "Lightcap Financial Group, LLC",
      "name_as_filed": "LIGHTCAP FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/lightcap-financial-group-llc-san-diego-ca-334873",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153940,
      "name": "LM Advisors LLC",
      "name_as_filed": "LM ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/lm-advisors-llc-san-diego-ca-153940",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "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": 23224,
      "name": "Madison Avenue Securities, LLC",
      "name_as_filed": "MADISON AVENUE SECURITIES, LLC",
      "url": "https://advisorcensus.com/firm/madison-avenue-securities-llc-san-diego-ca-23224",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300330,
      "name": "McNaughton Wealth Management, LLC",
      "name_as_filed": "MCNAUGHTON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 7,
      "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": 141422,
      "name": "Measured Risk Portfolios",
      "name_as_filed": "MEASURED RISK PORTFOLIOS",
      "url": "https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "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": 305259,
      "name": "Mission Retirement Consulting, Inc.",
      "name_as_filed": "MISSION RETIREMENT CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 160407,
      "name": "Pacific Capital Associates",
      "name_as_filed": "PACIFIC CAPITAL ASSOCIATES",
      "url": "https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306117,
      "name": "Pathway Advisors, LLC",
      "name_as_filed": "PATHWAY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117",
      "city": "Fallbrook",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170020,
      "name": "Petix & Botte Financial",
      "name_as_filed": "PETIX & BOTTE FINANCIAL",
      "url": "https://advisorcensus.com/firm/petix-and-botte-financial-la-mesa-ca-170020",
      "city": "La Mesa",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "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": 167771,
      "name": "Practicecfo Investments",
      "name_as_filed": "PRACTICECFO INVESTMENTS",
      "url": "https://advisorcensus.com/firm/practicecfo-investments-san-diego-ca-167771",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285510,
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}