Find a Financial Advisor in San Marcos, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best San Marcos 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 San Marcos, CA


  • Financial Advisor Close to San Marcos, 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 San Marcos, 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 San Marcos, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Marcos financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is San Marcos, CA?

  • Population: 95,355
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $589,800
  • Average Monthly Housing Cost: $1,914
  • Average Household Income: $105,999
  • 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 San Marcos, CA

 

CARDIFF PARK ADVISORS

Website

(760) 635-7526

338 Via Vera Cruz
Suite 240
San Marcos, CA 92078

SEC#: 801-66660
Years in Business: 15 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(760) 291-8840

1 Civic Center Dr.
Suite 350
San Marcos, CA 92069

SEC#: 801-79198
Years in Business: 7 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(760) 291-8840

1 Civic Center Dr.
Suite 350
San Marcos, CA 92069

SEC#: 801-79198
Years in Business: 7 years

VISIONARY WEALTH MANAGEMENT, LLC

Website

(800) 366-0319

100 E. San Marcos Blvd
Suite 400
San Marcos, CA 92069

SEC#: 801-120223
Years in Business: 0 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(760) 291-8840

1 Civic Center Dr.
Suite 350
San Marcos, CA 92069

SEC#: 801-79198
Years in Business: 7 years

ACCESS SOFTEK ADVISORY SERVICES, LLC

Website

(510) 848-0606

801 Hollowbrook Ct

San Marcos, CA 92078

SEC#: 801-116873
Years in Business: 2 years

 


San Marcos, CA Financial Advisor FAQs

A financial advisor usually gets paid when he/she sells you an investment product such as stocks, bonds, mutual funds etc.
Your best bet to find a financial advisor is to call your local chamber of commerce and ask them to recommend a reputable company. You can also look for a company in the area or region that specializes in wealth management, because these companies have Certified Financial Planner Board Certified professionals on staff.
It is important for you to conduct your due diligence and review candidate's qualifications before engaging one.
It's always good to have an advisor. They help you understand how you can improve your finances and invest better.