Find a Financial Advisor in Encinitas, CA

 

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

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We Only Work With The Best Encinitas Financial Advisors


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

3rd Party Rankings

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 Encinitas, CA


  • Financial Advisor Close to Encinitas, 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 Encinitas, 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 Encinitas, CA

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

  • Population: 62,780
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $958,600
  • Average Monthly Housing Cost: $2,202
  • Average Household Income: $163,894
  • 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 Encinitas, CA

 

COOPER CAPITAL GROUP

Website

(760) 452-6114

280 N Coast Highway

Encinitas, CA 92024

SEC#: 801-117210
Years in Business: 2 years

WARD & ASSOCIATES

Website

(858) 759-5330

511 Saxony Place
Suite 101-W
Encinitas, CA 92024

SEC#: 801-55927
Years in Business: 23 years

FOCUS INVESTMENT ADVISORS, INC

Website

(760) 230-1880

511 Saxony Place
Suite 102
Encinitas, CA 92024

SEC#: 801-57176
Years in Business: 21 years

SWEETWATER PRIVATE EQUITY

Website

(760) 652-6353

662 Encinitas Blvd
Ste 230
Encinitas, CA 92024

SEC#: 801-117733
Years in Business: 2 years

TLG ADVISORS, INC.

Website

(858) 756-8400

119 E Jason Street

Encinitas, CA 92024

SEC#: 801-60458
Years in Business: 20 years

ADAPTIVE FINANCIAL CONSULTING, LLC

Website

(440) 241-4127

687 Lynwood Dr.

Encinitas, CA 92024

SEC#: 801-114947
Years in Business: 2 years

ADAPTIVE FINANCIAL CONSULTING, LLC

Website

(440) 241-4127

687 Lynwood Dr.

Encinitas, CA 92024

SEC#: 801-114947
Years in Business: 2 years

BROOKFIELD PUBLIC SECURITIES GROUP LLC

Website

(760) 436-4940

2211 Encinitas Boulevard
Suite 200
Encinitas, CA 92024

SEC#: 801-34605
Years in Business: 32 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(760) 835-8700

747 Del Riego
Suite 1
Encinitas, CA 92024

SEC#: 801-80752
Years in Business: 6 years

 


Encinitas, CA Financial Advisor FAQs

A financial advisor in Encinitas, CA can be found through your bank or through the objective directory. When choosing a financial advisor, ask for their credentials, fees, background, and references.
It's always good to have a financial advisor to help you invest and plan for your future. A lot of people don't realize how easy it is to screw up their finances and end up with unexpected consequences later on in life.
Financial advisors can get paid in a number of different ways. Some may charge hourly fees, while others may work on a commission only basis. Some advisors may receive a salary with the opportunity for bonus incentives and commissions based upon performance.
Financial advisors are there to provide guidance to investors. Essentially, they are advisors that have studied financial concepts in depth and know how to use them so they can aid other investors in making the best decisions for themselves.