Fee only financial advisors in San Diego, California: hourly and flat fee prices
130 registered advisers based in San Diego offer financial planning for an hourly, fixed or subscription fee, with no commissions.
94 of the 130 fee only firms based in San Diego publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $5,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$375/hr | 74 firms |
| Flat or project fee | $5,250 | $2,500-$10,000 | 69 firms |
| Annual retainer | $10,000/yr | $3,000-$13,750/yr | 22 firms |
Fee only advisors in San Diego and their published fees
94 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 401 FinancialNo AUM fee | $250/hr | $500 | Not published |
| 7 Streets Financial, LLC | $100-$400/hr | Up to $15,000 | Not published |
| Abundance Pathways | $75/hr | $2,500 | Not published |
| Ac3 Capital | $100/hr | $500-$2,000 | Not published |
| AdviceonlyNo AUM fee | $50-$600/hr | Up to $10,000 | Up to $25,000/yr |
| Ariston Services Group, LLC | $250-$350/hr | $500-$25,000 | Not published |
| Ats Wealth Management | $250-$450/hr | $500 | Not published |
| Back Nine Financial Coaching LLCNo AUM fee | $600/hr | Not published | $10,000/yr |
| Bamboo Wealth Strategies | $250-$500/hr | $1,500-$20,000 | Not published |
| Best Options Financial Planning | $250/hr | $4,000-$8,000 | $4,000-$8,000/yr |
| Beta Wealth Group, Inc | $450/hr | $1,500-$10,000 | Not published |
| Bluewater Wealth Management, LLC | $220/hr | $1,600-$4,000 | Not published |
| Brava FinancialNo AUM fee | $450/hr | $3,000-$15,000 | $5,000-$15,000/yr |
| Centura Wealth Advisory | $170-$1,170/hr | Not published | $500/yr |
| Chokshi & Queen Wealth Advisors | Not published | $500-$10,000 | Not published |
| Christopher Weil & Co Inc | Not published | $250-$10,000 | Not published |
| Clutinger Williams & Verhoye Inc | $500/hr | Not published | Not published |
| Colsara National Wealth Management LLC | $200/hr | Not published | Not published |
| Colva Capital LLC | $200-$500/hr | Not published | $1,500/mo |
| Compound Wealth Advisors | Not published | $2,500-$3,500 | Not published |
| Corlett Financial, Inc. | $350/hr | $600-$15,000 | $600-$10,000/yr |
| Creative Capital Management Investments LLC | $90-$310/hr | $2,000-$4,000 | Not published |
| Cross Border Wealth Advisors | Not published | $499 | $50,000/yr |
| D'arcy Capital Management, LLC | $250/hr | $5,000 | Not published |
| David Thomas,cpa,esq., PC | $300/hr | Not published | Not published |
| Dean Roland Russell, LLC | $100-$400/hr | $2,000-$10,000 | Not published |
| Decision Investments, Inc. | $200/hr | $1,500 | Not published |
| Define Financial, LLC | $500/hr | $20,000-$50,000 | $20,000-$50,000/yr |
| Determined Advisors LLC | Not published | Not published | $10,000/yr |
| Elevate Wealth LLC | $250/hr | $5,000-$30,000 | $5,000-$100,000/yr |
| Elite Wealth Management, LLC | $250/hr | $2,500-$15,000 | Not published |
| Focused Mission Financial | $350/hr | $1,500-$15,000 | Not published |
| Golzar Investment Group LLC | Not published | $2,000 | Not published |
| Gradient Capital Advisors, LLC | $100-$350/hr | $500-$10,000 | Not published |
| Green Harvest, Green Harvest Capital Management | $150/hr | $500-$1,500 | Not published |
| H.s. Financial, Inc.No AUM fee | Not published | $2,000-$25,000 | Not published |
| Heritage Wealth Management, Inc. | Not published | $1,500-$25,000 | Not published |
| Hood Financial, LLC | $250/hr | $5,000 | $200/mo |
| Illumination Wealth Management | Not published | $500-$1,500 | $500/yr |
| International Private Wealth Advisors LLC | Not published | $1,350-$25,000 | Not published |
| Kachkovsky & Fisher, Inc. | $250/hr | $10,000 | Not published |
| Kaiyo Wealth LLC | Not published | $10,000 | Not published |
| Kneale JR, Kenneth AlanNo AUM fee | $250/hr | Not published | $400/qtr |
| L Squared Wealth Management | $250/hr | $500-$5,000 | $500-$5,000/yr |
| Lighthouse Advisory Services, Inc. | $75-$200/hr | $750-$2,500 | Not published |
| Luskin Financial Planning | $450/hr | $4,695 | Not published |
| M Wealth Management, LLC | $400/hr | $750-$10,000 | Not published |
| Mcnaughton Wealth Management, LLC | $250/hr | Not published | $20,000/yr |
| Measured Risk Portfolios | $250/hr | $2,500 | Not published |
| Mission Hills Financial Advisory LLC | $300/hr | $2,500-$5,000 | Not published |
| Modern Money Management LLC | $300/hr | Not published | $625/mo |
| NectarineNo AUM fee | $500/hr | $10,000 | $5-$50/mo |
| New Phase FinancialNo AUM fee | $240/hr | $900-$5,900 | Not published |
| North Financial Advisors | $375/hr | $749 | $4,500/yr |
| Oak Summit Wealth Management, Inc. | Not published | Not published | $2,500/qtr |
| Osborne Capital Management | $100-$250/hr | $50-$500 | Not published |
| Outlive Financial Planning LLC | $250/hr | $500-$3,000 | $250-$3,000/mo |
| Pacific Point Advisors, LLC | $1,000/hr | $10,000-$50,000 | $1,500-$2,500/mo |
| Pacific Wealth Management | $250-$400/hr | $2,500-$5,000 | Not published |
| Pathview Wealth Advisors | $90-$500/hr | $1,500-$10,000 | Not published |
| Platt Wealth Management | $350/hr | $3,000 | Not published |
| Point Loma Advisors | Not published | $1,000-$3,500 | Not published |
| Practicecfo Investments | Not published | $500-$5,000 | Not published |
| Premier Wealth Advisors, LLC | $300/hr | $3,000-$6,000 | Not published |
| Presidio Capital Management, LLC | $450/hr | Not published | Not published |
| Puente Wealth | Not published | $2,500-$10,000 | $250-$500/mo |
| Pure Financial Advisors, LLC | $275/hr | Not published | Not published |
| Retirement Roadmap Financial PlanningNo AUM fee | $300-$500/hr | $1,000-$15,000 | $5,000/qtr |
| RJ Patterson Group | $250/hr | Not published | $250/mo |
| Sage Path Solutions | $350/hr | $5,800-$10,000 | Not published |
| Santa Fe' Wealth Management | $200-$500/hr | Not published | Not published |
| Santara Wealth Management LLC | $350/hr | $15,000 | Not published |
| Satori Wealth Management, Inc. | Not published | $4,000-$15,000 | Not published |
| Silvia Mccoll Wealth Management, LLC | $400/hr | $5,000-$15,000 | Not published |
| Simplifi, Inc. | $400/hr | $2,000 | Not published |
| Socialtrader | Not published | Not published | $9-$29/mo |
| Spreckels Wealth Management | $500/hr | $1,000-$30,000 | Not published |
| SRS Wealth Mangement | $200/hr | $1,200-$5,000 | Not published |
| Stolper & Co., Inc. | Not published | Not published | $250/mo |
| T.m. Murphy Investment Management, Inc. | $175/hr | Not published | Not published |
| Taxable Wealth | $400/hr | $500-$120,000 | $3,000-$60,000/yr |
| Telos Capital Management, Inc. | $300/hr | Not published | Not published |
| Tempus Pecunia | $250-$400/hr | $1,000 | $2,500-$25,000/yr |
| The Swanson Financial Group | $250/hr | Not published | Not published |
| Thrive Portfolios | $150/hr | Not published | Not published |
| Torren Management, LLC | Not published | Not published | $10,000/yr |
| Torrey Wealth, LLC | $250/hr | $10,000 | Not published |
| Ward & Associates | $200-$400/hr | Not published | Not published |
| Wealth Analytics Partners, LLC | $250/hr | $500-$50,000 | Not published |
| Wealth Legacy Group, Inc. | $835/hr | $22,995 | Not published |
| Willow Creek Financial | $250/hr | Not published | $750-$10,000/yr |
| Wilsey Asset Management Incorporated | $350-$400/hr | $1,500-$10,000 | $50/mo |
| Wonder Wealth LLC | $200-$300/hr | $1,000 | $200-$1,000/mo |
| Zermatt Wealth Advisors | Not published | Not published | $1,000/yr |
No firms match these filters.
Other registered firms that don't publish dollar fees (36)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Azimuth Wealth Advisors
- Basis Point Investments
- Blue Summit Wealth Management
- Brian D. Lowder, Inc.
- Cadena Financial Planning & Tax Services
- Chan, Arden
- Clearview Financial, Inc.
- Clelland & Company Inc
- Coastedge Partners, LLC
- Conscious Investment Services, LLC
- Copia Wealth Management Advisors, Inc.
- Douglas Brian Neyland
- Eiger Wealth Management, LLC
- Encompass Financial Services
- Felspar Financial
- Financial Planning Consultants
- Goldman Wealth Management
- Lewis Advisory Group
- Lightcap Financial Group, LLC
- Next Alpha Capital, LLC
- Next Gen Financial Planning
- Pathlight Wealth Management
- Polymath Investments LLC
- Qualified Planning
- Sage Financial
- Sapient Road Wealth Management, LLC
- Sovran Advisors, LLC
- Stirling Financial Group
- Superior Planning Wealth Management & Family Office
- Ted Buchan & Company
- Tidemark, LLC
- Torrey Pines Financial, Inc.
- Traction Wealth Management, LLC
- Van Nostrand Wealth Management LLC
- Wealth Alliance, LLC
- Wealthetic LLC