ALPHACORE CAPITAL LLC
La Jolla, CA
AUM
$9.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
858-875-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, LA JOLLA
17 advisers found
FINANCIAL ALTERNATIVES, INC.
La Jolla, CA
AUM
$614.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-459-8289
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
CANTER WEALTH
La Jolla, CA
AUM
$386.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
858-812-7550
NAUTILUS ADVISORS LLC
La Jolla, CA
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-573-4590
CARTER FINANCIAL, LLC
La Jolla, CA
AUM
$282.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-678-0579
SAGE STONE WEALTH MANAGEMENT LLC
La Jolla, CA
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
858-412-6404
COASTWISE CAPITAL GROUP, LLC
La Jolla, CA
AUM
$212.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-454-6670
HAMILTON MANOR & ASSOCIATES
La Jolla, CA
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-551-1040
NERAD + DEPPE WEALTH MANAGEMENT
La Jolla, CA
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-457-1325
ONEMONEY
La Jolla, CA
AUM
$7.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(858) 232-2524
HOLLAND STRATEGIC WEALTH ADVISORS LLC
La Jolla, CA
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
760-305-9050
COSMOS WEALTH, LLC
La Jolla, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
8582903300
D.R. HARRIS & CO.
La Jolla, CA
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
858-210-6470
LIFE STRATEGIES, INC.
La Jolla, CA
AUM
$121.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
916-541-3846
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