Best Financial Planners in La Jolla, CA
Find and compare 21 financial planners in La Jolla, CA. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.
Top Financial Planners in La Jolla
Michael W Moon Cfp ® Crpc Unclaimed
Brian Blair - RBC Wealth Management Financial Advisor Unclaimed
Merrill Lynch Financial Advisor James E Roeske Unclaimed
Lincoln Financial Advisors - Scott Ida Unclaimed
Matthew F. Sweeney - RBC Wealth Management Financial Advisor Unclaimed
Tanner Carter - RBC Wealth Management Financial Advisor Unclaimed
Nicholas Anger - RBC Wealth Management Financial Advisor Unclaimed
U.S. Bank - Private Wealth Advisor: Maeda Webster Unclaimed
SGM Wealth Management - UBS Financial Services Inc. Unclaimed
The Baldwin Group - UBS Financial Services Inc. Unclaimed
Mosier Papin Wealth Management - UBS Financial Services Inc. Unclaimed
Family Wealth Management - UBS Financial Services Inc. Unclaimed
Symbio Financial Partners/LPL Financial Unclaimed
Private Wealth Management | U.S. Bank Unclaimed
How to choose a financial planner in La Jolla
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in La Jolla
In La Jolla, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in La Jolla, CA?
1Network currently lists 21 financial planners in La Jolla, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in La Jolla?
Financial planners in La Jolla, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in La Jolla to avoid commission conflicts.
How do I choose a financial planner in La Jolla?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 21 financial planners in La Jolla, CA.