Financial advisors for founders in San Diego, California

Which financial advisor should I talk to as a founder in San Diego?

For founders in San Diego, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Michael Randall of Oak Summit Wealth Management, David Lyon of Lyon Wealth Advisory and Matthew Showley of Creative Capital Management Investments LLC.

How many fee-only financial advisors in San Diego work with founders?

The Wellspent public graph lists 38 fee-only advisors for founders in San Diego, at 15 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in San Diego charge?

The most common fee among fee-only advisors for founders in San Diego is a percentage of assets, used by 68% of the 38 with fees on file. Many use more than one: 66% charge by the hour and 58% 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.

See every fee-only advisor fee in California

What credentials should a financial advisor for founders have?

For founders, look for the CPA, EA and CFP. In San Diego, 61% of the 38 advisors listed hold the CFP.

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.

What happens to stock pay if you move to or from California?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from California can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor as a founder in San Diego?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for California tax alongside federal tax?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders 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.