Find a Financial Advisor in Carlsbad, CA

 

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We did the hard work of finding trustworthy partners in Carlsbad, CA.

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We Only Work With The Best Carlsbad Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Carlsbad, CA


  • Financial Advisor Close to Carlsbad, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Carlsbad, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Carlsbad, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Carlsbad financial advisors.
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How Retirement-Friendly is Carlsbad, CA?

  • Population: 114,253
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $840,400
  • Average Monthly Housing Cost: $2,365
  • Average Household Income: $150,569
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Carlsbad, CA

 

SPROTT ASSET MANAGEMENT USA INC.

Website

(760) 444-5254

1910 Palomar Point Way
Suite 200
Carlsbad, CA 92008

SEC#: 801-66131
Years in Business: 15 years

RESOURCE CAPITAL INVESTMENT CORPORATION

Website

(760) 444-5254

1910 Palomar Point Way
Suite 200
Carlsbad, CA 92008

SEC#: 801-78106
Years in Business: 8 years

CARLSBAD WEALTH ADVISORY GROUP, INC.

Website

(760) 607-0812

5927 Balfour Ct, Suite 207

Carlsbad, CA 92008

SEC#: 801-107521
Years in Business: 5 years

SEASIDE WEALTH MANAGEMENT, INC.

Website

(760) 730-8120

6154 Innovation Way

Carlsbad, CA 92009

SEC#: 801-111750
Years in Business: 4 years

FINANCIAL FOCUS LLC

Website

(760) 431-3040

1917 Palomar Oaks Way
Suite 130
Carlsbad, CA 92008

SEC#: 801-112408
Years in Business: 3 years

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Website

(760) 433-4632

2888 Loker Ave East
Suite 302
Carlsbad, CA 92010

SEC#: 801-112721
Years in Business: 3 years

INTELLIGENCE DRIVEN ADVISERS, LLC

Website

(888) 401-2083

6128 Innovation Way

Carlsbad, CA 92009

SEC#: 801-114418
Years in Business: 2 years

AXXCESS WEALTH MANAGEMENT, LLC

Website

(858) 217-5347

6005 Hidden Valley Road
Suite 290
Carlsbad, CA 92011

SEC#: 801-76763
Years in Business: 9 years

ANCHOR BAY CAPITAL, INC.

Website

(760) 602-3470

5780 Fleet St.
Suite 308
Carlsbad, CA 92008

SEC#: 801-107983
Years in Business: 5 years

 


Carlsbad, CA Financial Advisor FAQs

The cost of a financial advisor varies. That's because the type of services they offer, the size and complexity of your finances, and your preferences will all affect the cost. The firm you work with will be able to provide you with an estimate by reviewing your profile, but it's important to ask what is included within estimates prior to signing on (you don't want any surprises down the road).
A financial advisor assists clients with any and all of their financial needs. They help people to formulate and maintain a sound financial plan for things such as retirement, education, estate planning, and much more.
Questions about the breadth of the financial advisor's knowledge are appropriate to ask, but don't get too focused on technical details. Ask if their advice is primarily based on your needs or profits - get an answer for this question. Ask if they use an investment system that relies primarily on index funds - again, it should be clear whether this is true or not by their response.
Definitely. A financial advisor employs the skills necessary to set up a financial plan for you or your business, advising and implementing appropriate strategies including diversifying investments, balancing risk and return, planning for retirement, or simply achieving your personal goals.