Advice-Only Financial Advisors in San Diego, California
Browse verified advice-only financial advisors in San Diego, California. These advisors provide unbiased financial advice without managing your investments or earning commissions.
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
One-time$3,000+
Hourly$300+/hr
I offer a safe space & values-based planning for progressive folx wanting to reach their goals while also positively impacting the world around them.
Ideal for
FIRE • Environmentalists
Specializes in
Investments • Pre-Retirement Planning • Tax Strategies
Not accepting clients
Helping financial planners give advice, not sales pitches!
Ideal for
Young Professionals • Families with Children
Specializes in
Tax Strategies • Budgeting • Debt & Credit
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal for
DIY Investors • Retirees
Specializes in
Investments
Retirement • Pre-Retirement Planning
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
One-time$5,000+
Hourly$450/hr
I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies