Fiduciary advisors in Carlsbad, CA

19 registered advisers

Carlsbad is a North San Diego County city where Viasat, TaylorMade, and life sciences firms generate a specialized advisory client base, and 19 SEC-registered fiduciary firms serve local investors. Among them, 19 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

ANCHOR BAY CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #116913
Typical Fee--
AUM$219M
Minimum--
Clients191

ANCHOR BAY PRIVATE WEALTH LLC

Fee-Only, No ConflictsClean Record
Carlsbad, CaliforniaCRD #327418
Typical Fee--
AUM$52M
Minimum--
Clients62

AXXCESS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #164081
Typical Fee--
AUM$6.3B
Minimum--
Clients22,242

CARLSBAD WEALTH ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #146587
Typical Fee--
AUM$204M
Minimum--
Clients730

CORNERSTONE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #309544
Typical Fee--
AUM$146M
Minimum--
Clients425

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #289985
Typical Fee--
AUM$79M
Minimum--
Clients354

FINANCIAL FOCUS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #282177
Typical Fee1.50%
AUM$800M
Minimum--
Clients1,308

FONTE FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #311162
Typical Fee--
AUM$152M
Minimum--
Clients468

FRANK FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #147537
Typical Fee--
AUM$188M
Minimum--
Clients456

INTELLIGENCE DRIVEN ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #299589
Typical Fee--
AUM$828M
Minimum--
Clients879

MEKETA FIDUCIARY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Carlsbad, CaliforniaCRD #323605
Typical Fee--
AUM$17.4B
Minimum--
Clients48

MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #110516
Typical Fee--
AUM$151M
Minimum--
Clients152

MKT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #163833
Typical Fee--
AUM$464M
Minimum--
Clients991

RESOURCE CAPITAL INVESTMENT CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #166722
Typical Fee--
AUM$3.6B
Minimum--
Clients32

SEASIDE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #271039
Typical Fee--
AUM$459M
Minimum--
Clients1,175

VISTICA WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #147297
Typical Fee--
AUM$132M
Minimum--
Clients301

WEALTH COMPASS FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #290139
Typical Fee--
AUM$106M
Minimum--
Clients546

WEALTHRISE FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #283764
Typical Fee--
AUM$124M
Minimum--
Clients338

WWM FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #157620
Typical Fee--
AUM$342M
Minimum--
Clients1,548
Fiduciary Advisors in Carlsbad, California | FiduciaryListings