# Hourly financial advisors in San Diego, CA

> AdvisorCensus lists 166 investment advisory firms with a principal office in the San Diego metro area that report hourly charges 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/hourly/page/3

## At a glance

- Investment advisory firms: 166
- Registration: SEC-registered investment adviser: 85, State-registered investment adviser: 81
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 64 (39%); Percentage of assets 146 (88%); Hourly charges 166 (100%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 143 (86%); Commissions 6 (4%); Performance-based fees 14 (8%); Other 18 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 32 (19%); $25 million to $100 million 31 (19%); $100 million to $500 million 60 (36%); $500 million to $1 billion 15 (9%); $1 billion to $5 billion 7 (4%); Over $5 billion 3 (2%); Not reported 18 (11%)
- Years registered: Under 5 years 49 (30%); 5 to 9 years 59 (36%); 10 to 19 years 31 (19%); 20 years or more 26 (16%); Not reported 1 (1%)

## Firms (page 3 of 4, 101 to 150 of 166, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [McNaughton Wealth Management, LLC](https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330) ([md](https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330.md)) | 300330 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Measured Money Maneuvers](https://advisorcensus.com/firm/measured-money-maneuvers-salana-beach-ca-329939) ([md](https://advisorcensus.com/firm/measured-money-maneuvers-salana-beach-ca-329939.md)) | 329939 | Salana Beach, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Measured Risk Portfolios](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422) ([md](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422.md)) | 141422 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Performance fee |
| [Mentor Financial Advisory Group, Ltd.](https://advisorcensus.com/firm/mentor-financial-advisory-group-ltd-del-mar-ca-115537) ([md](https://advisorcensus.com/firm/mentor-financial-advisory-group-ltd-del-mar-ca-115537.md)) | 115537 | Del Mar, CA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Meritage Wealth Management](https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884) ([md](https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884.md)) | 311884 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Mission Hills Financial Advisory LLC](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516) ([md](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516.md)) | 328516 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mission Retirement Consulting, Inc.](https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259) ([md](https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259.md)) | 305259 | San Diego, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Nerad + Deppe Wealth Management](https://advisorcensus.com/firm/nerad-plus-deppe-wealth-management-la-jolla-ca-151284) ([md](https://advisorcensus.com/firm/nerad-plus-deppe-wealth-management-la-jolla-ca-151284.md)) | 151284 | La Jolla, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Next GEN Financial Planning](https://advisorcensus.com/firm/next-gen-financial-planning-san-diego-ca-337683) ([md](https://advisorcensus.com/firm/next-gen-financial-planning-san-diego-ca-337683.md)) | 337683 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Onemoney](https://advisorcensus.com/firm/onemoney-la-jolla-ca-155391) ([md](https://advisorcensus.com/firm/onemoney-la-jolla-ca-155391.md)) | 155391 | La Jolla, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Opus Investment Advisors, LLC](https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345) ([md](https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345.md)) | 122345 | Oceanside, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Orion Capital Management LLC](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428) ([md](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428.md)) | 119428 | Coronado, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Osborne Capital Management](https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394) ([md](https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394.md)) | 144394 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pacific Capital Associates](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407) ([md](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407.md)) | 160407 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Pacific Point Advisors, LLC](https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731) ([md](https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731.md)) | 310731 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pacific Wealth Management](https://advisorcensus.com/firm/pacific-wealth-management-san-diego-ca-113217) ([md](https://advisorcensus.com/firm/pacific-wealth-management-san-diego-ca-113217.md)) | 113217 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Pathview Wealth Advisors](https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292) ([md](https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292.md)) | 308292 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Pathway Advisors, LLC](https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117) ([md](https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117.md)) | 306117 | Fallbrook, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Pax Horizon Wealth Management, LLC](https://advisorcensus.com/firm/pax-horizon-wealth-management-llc-carlsbad-ca-339680) ([md](https://advisorcensus.com/firm/pax-horizon-wealth-management-llc-carlsbad-ca-339680.md)) | 339680 | Carlsbad, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Petix & Botte Financial](https://advisorcensus.com/firm/petix-and-botte-financial-la-mesa-ca-170020) ([md](https://advisorcensus.com/firm/petix-and-botte-financial-la-mesa-ca-170020.md)) | 170020 | La Mesa, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Platt Wealth Management](https://advisorcensus.com/firm/platt-wealth-management-san-diego-ca-297487) ([md](https://advisorcensus.com/firm/platt-wealth-management-san-diego-ca-297487.md)) | 297487 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Premier Wealth Advisors, LLC](https://advisorcensus.com/firm/premier-wealth-advisors-llc-san-diego-ca-285510) ([md](https://advisorcensus.com/firm/premier-wealth-advisors-llc-san-diego-ca-285510.md)) | 285510 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Presidio Capital Management, LLC](https://advisorcensus.com/firm/presidio-capital-management-llc-san-diego-ca-304501) ([md](https://advisorcensus.com/firm/presidio-capital-management-llc-san-diego-ca-304501.md)) | 304501 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Qualified Planning](https://advisorcensus.com/firm/qualified-planning-san-diego-ca-304788) ([md](https://advisorcensus.com/firm/qualified-planning-san-diego-ca-304788.md)) | 304788 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Rabbitplans](https://advisorcensus.com/firm/rabbitplans-coronado-ca-338966) ([md](https://advisorcensus.com/firm/rabbitplans-coronado-ca-338966.md)) | 338966 | Coronado, CA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Reviresco Wealth Advisory LLC](https://advisorcensus.com/firm/reviresco-wealth-advisory-llc-la-jolla-ca-329236) ([md](https://advisorcensus.com/firm/reviresco-wealth-advisory-llc-la-jolla-ca-329236.md)) | 329236 | La Jolla, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [RJ Patterson Group](https://advisorcensus.com/firm/rj-patterson-group-san-diego-ca-281752) ([md](https://advisorcensus.com/firm/rj-patterson-group-san-diego-ca-281752.md)) | 281752 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Santa FE' Wealth Management](https://advisorcensus.com/firm/santa-fe-wealth-management-san-diego-ca-140810) ([md](https://advisorcensus.com/firm/santa-fe-wealth-management-san-diego-ca-140810.md)) | 140810 | San Diego, CA | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Santara Wealth Management LLC](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780) ([md](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780.md)) | 333780 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Seaside Wealth Management, Inc.](https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039) ([md](https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039.md)) | 271039 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Seawise Financial, Inc.](https://advisorcensus.com/firm/seawise-financial-inc-cardiff-by-the-sea-ca-298012) ([md](https://advisorcensus.com/firm/seawise-financial-inc-cardiff-by-the-sea-ca-298012.md)) | 298012 | Cardiff by the Sea, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Silvia McColl Wealth Management, LLC](https://advisorcensus.com/firm/silvia-mccoll-wealth-management-llc-san-diego-ca-295339) ([md](https://advisorcensus.com/firm/silvia-mccoll-wealth-management-llc-san-diego-ca-295339.md)) | 295339 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Simplifi, Inc.](https://advisorcensus.com/firm/simplifi-inc-san-diego-ca-154900) ([md](https://advisorcensus.com/firm/simplifi-inc-san-diego-ca-154900.md)) | 154900 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Sovran Advisors, LLC](https://advisorcensus.com/firm/sovran-advisors-llc-san-diego-ca-329415) ([md](https://advisorcensus.com/firm/sovran-advisors-llc-san-diego-ca-329415.md)) | 329415 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee |
| [Stone Steps Financial, LLC](https://advisorcensus.com/firm/stone-steps-financial-llc-encinitas-ca-175289) ([md](https://advisorcensus.com/firm/stone-steps-financial-llc-encinitas-ca-175289.md)) | 175289 | Encinitas, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Stonehaven Private Wealth Management LLC](https://advisorcensus.com/firm/stonehaven-private-wealth-management-llc-san-diego-ca-168393) ([md](https://advisorcensus.com/firm/stonehaven-private-wealth-management-llc-san-diego-ca-168393.md)) | 168393 | San Diego, CA | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Stout Capital Management LLC](https://advisorcensus.com/firm/stout-capital-management-llc-encinitas-ca-120587) ([md](https://advisorcensus.com/firm/stout-capital-management-llc-encinitas-ca-120587.md)) | 120587 | Encinitas, CA | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Hourly, Fixed fee |
| [Stout Capital Management LLC](https://advisorcensus.com/firm/stout-capital-management-llc-encinitas-ca-342154) ([md](https://advisorcensus.com/firm/stout-capital-management-llc-encinitas-ca-342154.md)) | 342154 | Encinitas, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Superior Planning Wealth Management & Family Office](https://advisorcensus.com/firm/superior-planning-wealth-management-and-family-office-san-diego-ca-130711) ([md](https://advisorcensus.com/firm/superior-planning-wealth-management-and-family-office-san-diego-ca-130711.md)) | 130711 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Sutter Capital Partners, LLC](https://advisorcensus.com/firm/sutter-capital-partners-llc-irvine-ca-312689) ([md](https://advisorcensus.com/firm/sutter-capital-partners-llc-irvine-ca-312689.md)) | 312689 | Irvine, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Taxable Wealth](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187) ([md](https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187.md)) | 304187 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Telos Capital Management, Inc.](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108) ([md](https://advisorcensus.com/firm/telos-capital-management-inc-san-diego-ca-149108.md)) | 149108 | San Diego, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Other |
| [The Financial Team, Inc.](https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355) ([md](https://advisorcensus.com/firm/the-financial-team-inc-carlsbad-ca-141355.md)) | 141355 | Carlsbad, CA | State-registered investment adviser | Not reported | 19 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Thrive Portfolios](https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414) ([md](https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414.md)) | 314414 | San Diego, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Tide Cove Capital Partners LLC](https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373) ([md](https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373.md)) | 327373 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Tidemark, LLC](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611) ([md](https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611.md)) | 327611 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Torren Management, LLC](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263) ([md](https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263.md)) | 329263 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Torrey Growth & Income Advisors, LLC](https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940) ([md](https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940.md)) | 139940 | Del Mar, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Torrey Wealth, LLC](https://advisorcensus.com/firm/torrey-wealth-llc-san-diego-ca-310688) ([md](https://advisorcensus.com/firm/torrey-wealth-llc-san-diego-ca-310688.md)) | 310688 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tweet Management Services, Inc.](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730) ([md](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730.md)) | 156730 | La Mesa, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |

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## 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)
- [Hourly financial advisors in California](https://advisorcensus.com/advisors/ca/hourly) (https://advisorcensus.com/advisors/ca/hourly.md)
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- [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. Hourly financial advisors in San Diego, CA: 166 firms from Form ADV filings as of October 2026.