Find a Financial Advisor in Solana Beach, CA

 

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

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We Only Work With The Best Solana Beach 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 Solana Beach, CA


  • Financial Advisor Close to Solana Beach, 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 Solana Beach, 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 Solana Beach, CA

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

  • Population: 13,356
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $1182,000
  • Average Monthly Housing Cost: $2,331
  • Average Household Income: $157,435
  • 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 Solana Beach, CA

 

GURTIN MUNICIPAL BOND MANAGEMENT

Website

(858) 436-2200

440 Stevens Avenue
Suite 260
Solana Beach, CA 92075

SEC#: 801-68396
Years in Business: 14 years

LAUREL WEALTH ADVISORS, INC.

Website

(858) 459-1101

990 Highland Drive
Suite 205
Solana Beach, CA 92075

SEC#: 801-72334
Years in Business: 10 years

D. M. BRENNER, INC.

Website

(858) 345-1001

380 Stevens Avenue
Suite 211
Solana Beach, CA 92075

SEC#: 801-119136
Years in Business: 1 years

HALL PRIVATE WEALTH ADVISORS

Website

(858) 263-1675

462 Stevens Avenue, Suite 105

Solana Beach, CA 92075

SEC#: 801-111779
Years in Business: 4 years

HILLEGAS ADVISORY SERVICES, INC.

Website

(858) 756-6111

225 W Plaza Street
Suite 201
Solana Beach, CA 92075

SEC#: 801-110723
Years in Business: 4 years

DLK INVESTMENT MANAGEMENT

Website

(858) 433-3200

Suite 200
238 North Cedros Avenue
Solana Beach, CA 92075

SEC#: 801-69825
Years in Business: 13 years

BLANKINSHIP & FOSTER, LLC

Website

(858) 755-5166

420 Stevens Avenue
Suite 250
Solana Beach, CA 92075

SEC#: 801-35218
Years in Business: 32 years

EAM INVESTORS, LLC

Website

(760) 479-5080

215 Highway 101
Suite 216
Solana Beach, CA 92075

SEC#: 801-70305
Years in Business: 12 years

EAM GLOBAL INVESTORS LLC

Website

(760) 479-5080

215 Highway 101
Suite 216
Solana Beach, CA 92075

SEC#: 801-79753
Years in Business: 7 years

 


Solana Beach, CA Financial Advisor FAQs

Financial advisors service clients in a variety of different areas, in order to help those clients manage and optimize their savings. Financial advisors can have many qualifications in order to specialize in many different areas of finance. These can range anywhere from general financial advice to insurance policy selections to direct management of investment portfolios. Clients often come to advisors with specific savings goals in mind such as buying a house or a car or paying a child’s tuition. Many financial advisors operate in the same areas that their clients live and work in. This allows them to build trust over time, much like a medical doctor would with a patient, as many advisor-client relationships can span the course of years. Some financial advisors, though, now conduct more of their business online. There are also robo-advisors, computer algorhithms which spew general investment advice and build out a sample portfolio based on information given to them by the client.
Just north of San Diego, Solana Beach is known for its pristine beaches where sloping shoreline often mixes with cliffs. It has also pioneered making its beaches safe and clean for all, becoming the first city in the United States to ban smoking on its beaches in 2003. It also contains a vibrant downtown commercial scene, a main source of its economy which is powered by tourists as well as visitors from all over San Diego county. The Cedros Design District is home to many art galleries as well as boutique stores as well as the Solana Beach Farmers Market. Advisors in Solana Beach are proud to serve other locations. Financial Advisors who serve Solana Beach also serve: Del Mar, La Jolla, Carlsbad, Encinitas, Poway, Gaslamp District, Leucadia, and San Diego.