# Fee-only financial advisors in San Diego, California > Start with a fee-only advisor in San Diego whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Randall of Oak Summit Wealth Management, Shalmali Kulkarni of Pathview Wealth Advisors and Michael Kinnear of Brian D. Lowder, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/san-diego/ 221 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in San Diego? Start with a fee-only advisor in San Diego whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Randall of Oak Summit Wealth Management, Shalmali Kulkarni of Pathview Wealth Advisors and Michael Kinnear of Brian D. Lowder, chosen for their credentials and fees on file. ## How many fee-only advisors in San Diego are there? The Wellspent public graph lists 221 fee-only advisors in San Diego, at 106 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in San Diego focus on? The most common focus among fee-only advisors in San Diego is retirement planning (104), followed by estate planning (100) and tax planning (92). Advisors can list more than one. ## How do fee-only advisors in San Diego charge? The most common fee among fee-only advisors in San Diego is a percentage of assets, used by 85% of the 221 with fees on file. Many use more than one: 56% charge by the hour and 49% charge fixed fees. ## How much do fee-only financial advisors charge in San Diego? Fee-only financial advisors in San Diego charge a median of $5,500 a year for ongoing planning. We found this across the published prices of 14 San Diego firms. ## How much does a one-time financial plan cost in San Diego? A one-time financial plan from a fee-only firm in San Diego has a median price of $1,950. We found this across the published prices of 11 San Diego firms. ## How many fee-only advisors in San Diego hold the CFP? 60% of the 221 fee-only advisors in San Diego hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in San Diego? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Emily Nilsson](https://find.wellspent.co/advisors/emily-nilsson.md) | Brava Financial, LLC | San Diego, California | CDFA, CFP, JD | One-time planning fee, Hourly | | [Shannon Fleener](https://find.wellspent.co/advisors/shannon-fleener.md) | Sage Financial Planning | San Diego, California | CFP | Subscription, One-time planning fee, Hourly | | [David Lyon](https://find.wellspent.co/advisors/david-lyon.md) | Lyon Wealth Advisory | San Deigo, California | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly | | [Eric Niergarth](https://find.wellspent.co/advisors/eric-niergarth.md) | Retirement Roadmap Financial Planning | San Diego, California | CFP, RICP | Flat fee or retainer, Ongoing planning fee | | [Josue Luque De Julio](https://find.wellspent.co/advisors/josue-luque-de-julio.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Nate Nieri](https://find.wellspent.co/advisors/nate-nieri.md) | Modern Money Management | San Diego, California | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee, Hourly | | [Rafael Melendez](https://find.wellspent.co/advisors/rafael-melendez.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Shannon Grey](https://find.wellspent.co/advisors/shannon-grey.md) | InvestEdge Planning | San Diego, California | CFP, CRPC | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Jacob Greenberg](https://find.wellspent.co/advisors/jacob-greenberg.md) | Pure Financial Advisors, LLC | San Diego, California | AIF, CFP, ChFC, MPH, JD, CRPC, MBA, MSBA | Percentage of assets, One-time planning fee | | [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets | | [Jose Armenta](https://find.wellspent.co/advisors/jose-armenta.md) | Create Your Path | San Diego, California | CFP, ChFC, EA, MSBA, MSFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Steven Fox](https://find.wellspent.co/advisors/steven-fox.md) | AdviceOnly | San Diego, California | CFP, EA, BFA, MS | Subscription, One-time planning fee, Hourly | | [Mark Young](https://find.wellspent.co/advisors/mark-young.md) | Clearview Financial, Inc. | San Diego, California | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Michael Randall](https://find.wellspent.co/advisors/michael-randall.md) | Oak Summit Wealth Management | San Diego, California | CFP, CFA, EA | Ongoing planning fee | | [Mike Farrow](https://find.wellspent.co/advisors/mike-farrow.md) | FlightPath Financial Planning | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee | | [Danny Michael](https://find.wellspent.co/advisors/danny-michael.md) | Satori Wealth Management Inc. | San Diego, California | CFP, RLP | Percentage of assets, Fixed fees | | [Jon Luskin](https://find.wellspent.co/advisors/jon-luskin.md) | JonLuskin.com | San Diego, California | CFP | One-time planning fee | | [Leslie Merrithew](https://find.wellspent.co/advisors/leslie-merrithew.md) | Merrithew & Thorsten | San Diego, California | CFP, EA | Ongoing planning fee | | [Jack O'Donnell](https://find.wellspent.co/advisors/jack-odonnell.md) | JRO Wealth Management | San Diego, California | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Grannick](https://find.wellspent.co/advisors/jonathan-grannick.md) | Wonder Wealth LLC | San Diego, California | CFP | Ongoing planning fee, Percentage of assets | | [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer | | [Christian Litscher](https://find.wellspent.co/advisors/christian-litscher.md) | Illumination Wealth Management | San Diego, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Christine Papelian](https://find.wellspent.co/advisors/christine-papelian.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee | | [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [David Kim](https://find.wellspent.co/advisors/david-kim-7316818.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee | | [Sara Gawick](https://find.wellspent.co/advisors/sara-gawick.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee | | [Shalmali Kulkarni](https://find.wellspent.co/advisors/shalmali-kulkarni.md) | Pathview Wealth Advisors | San Diego, California | CFP, Certified Student Loan Professional, CPA, EA, MBA | Percentage of assets, Hourly, Fixed fees | | [Victor Gersten](https://find.wellspent.co/advisors/victor-gersten.md) | Cross Border Wealth Advisors | San Diego, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Zachary Benton](https://find.wellspent.co/advisors/zachary-benton.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee | | [Daniel Cadena](https://find.wellspent.co/advisors/daniel-cadena.md) | Cadena Financial Planning & Tax Services | San Diego, California | CFP | Hourly, One-time planning fee | | [Andrew Drennan](https://find.wellspent.co/advisors/andrew-drennan.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Chenet](https://find.wellspent.co/advisors/david-chenet.md) | Presidio Capital Management | San Diego, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Giovanna Leyva](https://find.wellspent.co/advisors/giovanna-leyva.md) | Tidemark Financial Partners | San Diego, California | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Jeremy Kovacevich](https://find.wellspent.co/advisors/jeremy-kovacevich.md) | Kaiyo Wealth | San Diego, California | CFP | Percentage of assets | | [Jodi Vleck](https://find.wellspent.co/advisors/jodi-vleck.md) | Beta Wealth Group | San Diego, California | CFP | Percentage of assets | | [Joshua Simpson](https://find.wellspent.co/advisors/joshua-simpson.md) | Illumination Wealth Management | San Diego, California | ChFC | Flat fee or retainer, Ongoing planning fee | | [Krysta Kelly](https://find.wellspent.co/advisors/krysta-kelly.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Cobas](https://find.wellspent.co/advisors/matthew-cobas.md) | Kaiyo Wealth | San Diego, California | CFP | Percentage of assets | | [Rielle Sanidad](https://find.wellspent.co/advisors/rielle-sanidad.md) | Presidio Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stone Churby](https://find.wellspent.co/advisors/stone-churby.md) | Presidio Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stuart Schiffman](https://find.wellspent.co/advisors/stuart-schiffman.md) | Compound Wealth Advisors | San Diego, California | CFP, ChFC | One-time planning fee | | [Tyler Abney](https://find.wellspent.co/advisors/tyler-abney.md) | Tidemark Financial Partners | San Diego, California | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Tyrone Ross](https://find.wellspent.co/advisors/tyrone-ross.md) | 401 Financial | San Diego, California | CFP | Hourly, Subscription, One-time planning fee | | [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP | Percentage of assets | | [Angel Brown](https://find.wellspent.co/advisors/angel-brown.md) | asendo wealth | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Barbara Norman](https://find.wellspent.co/advisors/barbara-norman.md) | Sage Path Solutions | San Diego, California | CFP | Percentage of assets, Hourly | | [Chaz Fahrner](https://find.wellspent.co/advisors/chaz-fahrner.md) | Sierra Wealth Strategies | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Andrews](https://find.wellspent.co/advisors/david-andrews.md) | Heritage Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jordan Gibbs](https://find.wellspent.co/advisors/jordan-gibbs.md) | Heritage Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Marc Roland](https://find.wellspent.co/advisors/marc-roland.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP, PFS | Percentage of assets | | [Philip Maravilla](https://find.wellspent.co/advisors/philip-maravilla.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Ryan Gibbs](https://find.wellspent.co/advisors/ryan-gibbs.md) | Heritage Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Todd Wiersum](https://find.wellspent.co/advisors/todd-wiersum.md) | Encompass Financial Services | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Wesley Read](https://find.wellspent.co/advisors/wesley-read.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Allen Trim](https://find.wellspent.co/advisors/allen-trim.md) | Blue Summit Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Rinkey](https://find.wellspent.co/advisors/benjamin-rinkey.md) | Illumination Wealth Management | San Diego, California | | Flat fee or retainer, Ongoing planning fee | | [Bradley Johnston](https://find.wellspent.co/advisors/bradley-johnston.md) | Fiduciary Benefits Group | San Diego, California | CFP, ChFC | Flat fee or retainer | | [Christopher D'Arcy](https://find.wellspent.co/advisors/christopher-d-arcy.md) | D'Arcy Capital Management | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Eric Sigdestad](https://find.wellspent.co/advisors/eric-sigdestad.md) | SimpliFi | San Diego, California | CFP | Hourly | | [Jackson Miller](https://find.wellspent.co/advisors/jackson-miller.md) | Fiduciary Benefits Group | San Diego, California | CFP | Flat fee or retainer | | [Kameron Barzegar](https://find.wellspent.co/advisors/kameron-barzegar.md) | RJ Patterson Group | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Kneale](https://find.wellspent.co/advisors/kenneth-kneale.md) | Arcadian Financial Services | San Diego, California | CFP | Hourly, One-time planning fee, Ongoing planning fee, Flat fee or retainer | | [Malek Hage Hassan](https://find.wellspent.co/advisors/malek-hage-hassan.md) | RJ Patterson Group | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Mark Hull](https://find.wellspent.co/advisors/mark-hull.md) | Mission Hills Financial | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Van Nostrand](https://find.wellspent.co/advisors/mary-van-nostrand.md) | Van Nostrand Wealth Management | San Diego, California | CFP | Flat fee or retainer | | [Matthew Rinkey](https://find.wellspent.co/advisors/matthew-rinkey.md) | Illumination Wealth Management | San Diego, California | | Flat fee or retainer, Ongoing planning fee | | [Minka Hull](https://find.wellspent.co/advisors/minka-hull.md) | Mission Hills Financial | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Hobson](https://find.wellspent.co/advisors/brandon-hobson.md) | PracticeCFO | San Diego, California | CFA | Percentage of assets, Fixed fees | | [Brian Krause](https://find.wellspent.co/advisors/brian-krause.md) | Cascade Financial Partners | San Diego, California | CFP | Percentage of assets | | [Christopher Russell](https://find.wellspent.co/advisors/christopher-russell.md) | Tempus Pecunia | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Darien Horton](https://find.wellspent.co/advisors/darien-horton.md) | Cascade Financial Partners | San Diego, California | CFP | Percentage of assets | | [Lauren Gabele](https://find.wellspent.co/advisors/lauren-gabele.md) | Cascade Financial Partners | San Diego, California | CFP, ChFC | Percentage of assets | | [Lawrence Lane](https://find.wellspent.co/advisors/lawrence-lane.md) | L Squared Wealth Management | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Natalie Dewindt](https://find.wellspent.co/advisors/natalie-dewindt.md) | Cascade Financial Partners | San Diego, California | CFP | Percentage of assets | | [Olivian Pitis](https://find.wellspent.co/advisors/olivian-pitis.md) | CSJ Wealth Management | San Diego, California | CFP, CFA | Percentage of assets | | [Peter Shenas](https://find.wellspent.co/advisors/peter-shenas.md) | Ariston Services Group | San Diego, California | CFP | Percentage of assets | | [Sheldon Goldman](https://find.wellspent.co/advisors/sheldon-goldman.md) | Goldman Wealth Management | San Diego, California | CFP | Percentage of assets, Fixed fees | | [Tyler Rowe](https://find.wellspent.co/advisors/tyler-rowe.md) | Stolper & Company | San Diego, California | CFP, CFA | Percentage of assets, Fixed fees | | [Alexander Okugawa](https://find.wellspent.co/advisors/alexander-okugawa.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Anastasia Melbrod](https://find.wellspent.co/advisors/anastasia-melbrod.md) | Melbrod Wealth Management | San Diego, California | CFP | Ongoing planning fee | | [Anders Norrman](https://find.wellspent.co/advisors/anders-norrman.md) | Spreckels | San Diego, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Anthony McLean](https://find.wellspent.co/advisors/anthony-mclean.md) | Tidemark Financial Partners | San Diego, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Anthony Saffer](https://find.wellspent.co/advisors/anthony-saffer.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Brad Duerks](https://find.wellspent.co/advisors/brad-duerks.md) | Tidemark Financial Partners | San Diego, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Brittany Anderson](https://find.wellspent.co/advisors/brittany-anderson.md) | Wealth Analytics | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Christopher Reyes](https://find.wellspent.co/advisors/christopher-reyes.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Constance Mitchell](https://find.wellspent.co/advisors/constance-mitchell.md) | Wealth Analytics | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Frank Alvarez](https://find.wellspent.co/advisors/frank-alvarez.md) | Tidemark Financial Partners | San Diego, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Henry Winship](https://find.wellspent.co/advisors/henry-winship.md) | Pacific Point | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Jagdish (Jay) Sitlani](https://find.wellspent.co/advisors/jagdish-jay-sitlani.md) | Pacific Point | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [James Thomason](https://find.wellspent.co/advisors/james-thomason.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Janice Thompson](https://find.wellspent.co/advisors/janice-thompson.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Jared Redfield](https://find.wellspent.co/advisors/jared-redfield.md) | Tidemark Financial Partners | San Diego, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Joshua Stipcich](https://find.wellspent.co/advisors/joshua-stipcich.md) | Tidemark Financial Partners | San Diego, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Karl Kohne](https://find.wellspent.co/advisors/karl-kohne.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Mari Fries](https://find.wellspent.co/advisors/mari-fries.md) | ProsperiTea Planning | San Diego, California | CFP | One-time planning fee | | [Matthew Calcagno](https://find.wellspent.co/advisors/matthew-calcagno.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Matthew Vallebo](https://find.wellspent.co/advisors/matthew-vallebo.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Megan Sperry](https://find.wellspent.co/advisors/megan-sperry.md) | Wealth Analytics | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Kasianko](https://find.wellspent.co/advisors/michael-kasianko.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Philip Reuer](https://find.wellspent.co/advisors/philip-reuer.md) | Matt Calcagno | San Diego, California | CFP | Percentage of assets | | [Robyn Cohen](https://find.wellspent.co/advisors/robyn-cohen.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Romy Brown](https://find.wellspent.co/advisors/romy-brown.md) | Beta Wealth Group | San Diego, California | | Percentage of assets | | [Scott Bramwell](https://find.wellspent.co/advisors/scott-bramwell.md) | Eiger Wealth Management | San Diego, California | PFS | Percentage of assets, Fixed fees | | [Stephen Islander](https://find.wellspent.co/advisors/stephen-islander.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Amar Shah](https://find.wellspent.co/advisors/amar-shah.md) | Client First Capital | San Diego, California | CFA, CFP | Percentage of assets, Hourly | | [Arley Gonzalez](https://find.wellspent.co/advisors/arley-gonzalez.md) | KOA Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Nelson](https://find.wellspent.co/advisors/bradley-nelson.md) | Point Loma Advisors | San Diego, California | CFP, MSEE | Percentage of assets, Hourly, Fixed fees | | [Brandon Silvia](https://find.wellspent.co/advisors/brandon-silvia.md) | Silvia McColl Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Lowder](https://find.wellspent.co/advisors/brian-lowder.md) | Brian D. Lowder | San Diego, California | CFP, CFA | Flat fee or retainer, Hourly, Ongoing planning fee, Percentage of assets | | [Cady North](https://find.wellspent.co/advisors/cady-north.md) | North Financial Advisors LLC | San Diego, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Cameron Smith](https://find.wellspent.co/advisors/cameron-smith-8165363.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Daniel Shainberg](https://find.wellspent.co/advisors/daniel-shainberg.md) | Heritage Wealth Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Drew Phillips](https://find.wellspent.co/advisors/drew-phillips.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Eduardo Ciuffo](https://find.wellspent.co/advisors/eduardo-ciuffo.md) | Ariston Services Group | San Diego, California | CFA | Percentage of assets | | [Frank Montes](https://find.wellspent.co/advisors/frank-montes.md) | Torrey Pines Financial | San Diego, California | | Percentage of assets | | [Hal Schweiger](https://find.wellspent.co/advisors/hal-schweiger.md) | BlueWater Wealth Management, LLC | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Platt](https://find.wellspent.co/advisors/jeffrey-platt.md) | Platt Wealth Management | San Diego, California | CFA, CFP, JD, LLM | Percentage of assets, Hourly, Fixed fees | | [Juliana Guerra](https://find.wellspent.co/advisors/juliana-guerra.md) | Dean Roland Russell Family Wealth Management | San Diego, California | | Percentage of assets | | [Justin Read](https://find.wellspent.co/advisors/justin-read.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Matt Ryan](https://find.wellspent.co/advisors/matt-ryan.md) | Focused Mission Financial | San Diego, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Kinnear](https://find.wellspent.co/advisors/michael-kinnear.md) | Brian D. Lowder | San Diego, California | CFP, CFA | Flat fee or retainer, Hourly, Ongoing planning fee, Percentage of assets | | [Michael Rosendahl](https://find.wellspent.co/advisors/michael-rosendahl.md) | Torrey Pines Financial | San Diego, California | | Percentage of assets | | [Michelle Hams](https://find.wellspent.co/advisors/michelle-hams.md) | Heritage Wealth Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Lipcius](https://find.wellspent.co/advisors/paul-lipcius.md) | PracticeCFO | San Diego, California | | Percentage of assets, Fixed fees | | [Rebecca Dodge](https://find.wellspent.co/advisors/rebecca-dodge.md) | Brian D. Lowder | San Diego, California | CFP, CFA | Flat fee or retainer, Hourly, Ongoing planning fee, Percentage of assets | | [Ryan Beckham](https://find.wellspent.co/advisors/ryan-beckham.md) | Brian D. Lowder | San Diego, California | CFP, CFA | Flat fee or retainer, Hourly, Ongoing planning fee, Percentage of assets | | [William Kirk](https://find.wellspent.co/advisors/william-kirk.md) | Heritage Wealth Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William McColl](https://find.wellspent.co/advisors/william-mccoll.md) | Silvia McColl Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Ali Alsari](https://find.wellspent.co/advisors/ali-alsari.md) | AWM Global Advisors | San Diego, California | | Percentage of assets | | [Damian Dufour](https://find.wellspent.co/advisors/damian-dufour.md) | Fiduciary Benefits Group | San Diego, California | | Flat fee or retainer | | [Fabian Waldner](https://find.wellspent.co/advisors/fabian-waldner.md) | Eiger Wealth Management | San Diego, California | | Percentage of assets, Fixed fees | | [Garrett Van Nostrand](https://find.wellspent.co/advisors/garrett-van-nostrand.md) | Van Nostrand Wealth Management | San Diego, California | | Flat fee or retainer | | [Jaime Boyer](https://find.wellspent.co/advisors/jaime-boyer.md) | Kachkovsky & Fisher | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Jason Shaya](https://find.wellspent.co/advisors/jason-shaya.md) | Mission Hills Financial | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [John Weinstein](https://find.wellspent.co/advisors/john-weinstein.md) | Decision Investments | San Diego, California | | Percentage of assets | | [Kyle Spiewak](https://find.wellspent.co/advisors/kyle-spiewak.md) | Pacific Point | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Malvin](https://find.wellspent.co/advisors/michael-malvin.md) | Decision Investments | San Diego, California | | Percentage of assets | | [N Alexander Alard](https://find.wellspent.co/advisors/n-alexander-alard.md) | Eiger Wealth Management | San Diego, California | | Percentage of assets, Fixed fees | | [Parker Hann](https://find.wellspent.co/advisors/parker-hann.md) | SimpliFi | San Diego, California | | Hourly | | [Robert Seid](https://find.wellspent.co/advisors/robert-seid.md) | Blue Summit Wealth Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Alex Zubak](https://find.wellspent.co/advisors/alex-zubak.md) | Sikorski Wealth Management | San Diego, California | | Percentage of assets | | [Andrew Jensen](https://find.wellspent.co/advisors/andrew-jensen.md) | Zermatt Wealth Advisors | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Bradley Gilbert](https://find.wellspent.co/advisors/bradley-gilbert.md) | Thrive Portfolios | San Diego, California | | Percentage of assets | | [Caroline Mason](https://find.wellspent.co/advisors/caroline-mason.md) | Cascade Financial Partners | San Diego, California | | Percentage of assets | | [David White](https://find.wellspent.co/advisors/david-white-1027468.md) | Zermatt Wealth Advisors | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Jay Liao](https://find.wellspent.co/advisors/jay-liao.md) | Mandala Wealth Management | San Diego, California | CFA | Percentage of assets | | [Jeffrey McCulloch](https://find.wellspent.co/advisors/jeffrey-mcculloch-4232179.md) | Cascade Financial Partners | San Diego, California | | Percentage of assets | | [Jesse Sikorski](https://find.wellspent.co/advisors/jesse-sikorski.md) | Sikorski Wealth Management | San Diego, California | | Percentage of assets | Showing the first 150 of 221. The full list, page by page: https://find.wellspent.co/locations/us/california/san-diego/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).