Top Financial Advisors in Solana Beach, CA

53 fee-only19 CFP certifiedMedian fee: 1.88% on $500K

Top Advisors in Solana Beach

Median Advisor Fee

Solana Beach1.88%
National1.25%
50% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only81.5%
Includes Commission18.5%

Top Credentials

CFP19 advisors
CFA6 advisors

Frequently Asked Questions

How much does a financial advisor cost in Solana Beach?

The median advisory fee in Solana Beach, CA is 1.88% of assets under management. This is 50% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Solana Beach?

There are 53 fee-only financial advisors in Solana Beach, CA, representing 81.5% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Solana Beach financial advisor?

The most common professional designation among Solana Beach advisors is the CFP (Certified Financial Planner), held by 19 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 65 Financial Advisors in Solana Beach, CA (2026) | TrueAdvisor