77 FINANCIAL GROUP
Carlsbad, CA
AUM
$27.1M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
858-283-7185
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
41 advisers found
INSPIRATION FINANCIAL PLANNING
Carlsbad, CA
AUM
$14.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
224-707-1002
FLETCHER FINANCIAL, LLC
Carlsbad, CA
AUM
$10.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(760) 692-2222
JMO FINANCIAL
Carlsbad, CA
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-944-0774
PACIFIC POINT WEALTH MANAGEMENT
Carlsbad, CA
AUM
$6.4M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(858)-248-7054
WISMAR FINANCIAL
Carlsbad, CA
AUM
$5.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
858-205-5343
FINANCES FOR LIFE, LLC
Carlsbad, CA
AUM
$793K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-335-4110
ANDREW MARSHALL FINANCIAL LLC
Carlsbad, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
760-651-6315
FINANCIAL PLANNING SOLUTIONS, INC.
Carlsbad, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
760-929-1180
GUIDE MY FINANCES
Carlsbad, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
760-547-7585
THE FINANCIAL TEAM, INC.
Carlsbad, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
760.448.2882
COTTINGHAM MANAGEMENT COMPANY, LLC
Carlsbad, CA
AUM
$28.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(858) 764-7200
Full profileNo website
ANTONE ASSET MANAGEMENT, INC
Carlsbad, CA
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
760-730-3079
Full profileNo website
HS TAX WEALTH MGMT, LLC
Carlsbad, CA
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR/REFERRAL FEES
760-586-4323
Full profileNo website
IAMMARINO, NICHOLAS J.
Carlsbad, CA
AUM
$0
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
760-930-0990 X1
Full profileNo website
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