AXXCESS WEALTH MANAGEMENT, LLC
Carlsbad, CA
AUM
$8.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(858) 217-5347
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, CARLSBAD
30 advisers found
INTELLIGENCE DRIVEN ADVISERS, LLC
Carlsbad, CA
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 401-2083
FINANCIAL FOCUS LLC
Carlsbad, CA
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-431-3040
MKT ADVISORS LLC
Carlsbad, CA
AUM
$463.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(760) 658-8780
SEASIDE WEALTH MANAGEMENT, INC.
Carlsbad, CA
AUM
$459.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 730-8120
VISTICA WEALTH ADVISORS, LLC
Carlsbad, CA
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-854-4003
ANCHOR BAY CAPITAL, INC.
Carlsbad, CA
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-602-3470
CARLSBAD WEALTH ADVISORY GROUP, INC.
Carlsbad, CA
AUM
$237.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
760-607-0812
FRANK FINANCIAL ADVISORS
Carlsbad, CA
AUM
$188.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
760-438-3360
FONTE FINANCIAL ADVISORS
Carlsbad, CA
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(858) 800-4176
CORNERSTONE WEALTH ADVISORS, INC.
Carlsbad, CA
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-476-1376
WEALTHRISE FINANCIAL PLANNING, LLC
Carlsbad, CA
AUM
$136.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(760) 508-0368
BIRCHWOOD CAPITAL
Carlsbad, CA
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
760-230-3893
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Carlsbad, CA
AUM
$81.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(760) 433-4632
CENTERED FINANCIAL
Carlsbad, CA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(760) 931-4729
WEALTHBUILDERS, LLC
Carlsbad, CA
AUM
$53.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(760) 454-9468
ANCHOR BAY PRIVATE WEALTH LLC
Carlsbad, CA
AUM
$51.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
760-602-3470
MERITAGE WEALTH MANAGEMENT
Carlsbad, CA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
760-602-5091
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
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
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
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