Fee only financial advisors in Carlsbad, California: hourly and flat fee prices
34 registered advisers based in Carlsbad offer financial planning for an hourly, fixed or subscription fee, with no commissions.
28 of the 34 fee only firms based in Carlsbad publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $5,875. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$375/hr | 26 firms |
| Flat or project fee | $5,875 | $5,000-$10,000 | 16 firms |
| Annual retainer | $10,000/yr | $6,100-$10,500/yr | 3 firms |
Fee only advisors in Carlsbad and their published fees
28 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 77 Financial Group | Not published | $2,000-$10,000 | Not published |
| Advisors Wealth Management, Inc | $225/hr | Not published | Not published |
| Andrew Marshall Financial LLCNo AUM fee | $360/hr | $5,000 | Not published |
| Axxcess Wealth Management, LLC | $100-$500/hr | Not published | Not published |
| Beacon Financial Management LLC | $200/hr | $3,000 | Not published |
| Birchwood Capital | $350/hr | Not published | Not published |
| Cornerstone Wealth Advisors, Inc. | $250/hr | $10,000 | Not published |
| Dba Seaside Financial & Insurance Services | $65-$400/hr | Not published | $200-$12,000/yr |
| Family Investment Management L.P. | $350/hr | Not published | Not published |
| Finances for Life, LLC | $295/hr | $1,500 | Not published |
| Financial Focus LLC | $300/hr | $1,500-$5,000 | Not published |
| Fonte Financial Advisors | $325/hr | $10,000 | Not published |
| Forum Private Wealth, LLCNo AUM fee | $500/hr | Not published | Not published |
| Frank Financial Advisors | $250/hr | $1,000-$10,000 | Not published |
| Iammarino, Nicholas J.No AUM fee | $400/hr | $1,500-$10,000 | Not published |
| Inspiration Financial Planning | Not published | $1,000-$10,000 | Not published |
| Intelligence Driven Advisers, LLC | $175-$675/hr | $2,500-$10,000 | $10,000/yr |
| Jmo Financial | $250/hr | $1,000-$5,000 | Not published |
| Mentor Financial Advisory Group, LTD. | $300/hr | Not published | Not published |
| MK Investment Advisors, LLC | $125-$350/hr | Up to $15,000 | Not published |
| North County Financial Planning, LLC | $300/hr | $10,000 | Not published |
| Seaside Wealth Management, Inc. | $500/hr | $10,000 | Not published |
| The Financial Team, Inc. | $375/hr | Not published | Not published |
| Vindex Capital Management, LLC | $400/hr | Not published | $1,000-$20,000/yr |
| Vistica Wealth Advisors, LLC | $325/hr | $3,500-$20,000 | Not published |
| Waits Investments, LLC | $150/hr | Not published | Not published |
| Wealthbuilders, LLC | $495/hr | Not published | Not published |
| Wealthrise Financial Planning, LLC | $200/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (6)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.