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San Diego Financial Advisors Costs & Prices - ProMatcher Cost Report

San Diego Financial Advisors Costs & Prices

San Diego, California.  The San Diego Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the San Diego area.

Average Financial Advisors Cost in San Diego


We have done a little research to find the average cost of financial advisors in San Diego. Here are the average costs and prices reported back to us:

Cost of Financial Planning in San Diego, California

$8.50 fee only - hourly rate (Range: $8.00 - $9.00)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in San Diego, California

$5.50 hourly rate (Range: $5.00 - $6.00)
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Cost of Retirement Planning & IRAs in San Diego, California

$10.50 fee only (hourly rate) (Range: $10.00 - $11.00)
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Cost of Education Planning & 529 Plans in San Diego, California

$8.00 fee only (hourly rate) (Range: $7.50 - $8.50)
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Cost of Business 401K & SEP Plans in San Diego, California

$5.50 hourly rate (fee only) (Range: $5.00 - $6.00)
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Cost of 401-k Rollover Assistance in San Diego, California

$5.50 fee only (hourly rate) (Range: $5.00 - $6.00)
1.5% of investments purchased (Range: 1.00% - 2.00%)
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San Diego Financial Advisors Cost Data


Professionals in the San Diego area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
92123, San Diego, California - June 20, 2017

Business 401K & SEP Plans

$5.00 to $6.00 hourly rate (fee only)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!

Reported by:
Vincent Cendejas, PHP People Helping People
92123, San Diego, California - June 20, 2017

Education Planning & 529 Plans

$5.00 to $6.00 fee only (hourly rate)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!

Reported by:
Vincent Cendejas, PHP People Helping People
92123, San Diego, California - June 20, 2017

Financial Advisors - Asset Management

$5.00 to $6.00 hourly rate
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!

Reported by:
Vincent Cendejas, PHP People Helping People
92123, San Diego, California - June 20, 2017

Financial Planning

$6.00 to $7.00 fee only - hourly rate
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!

Reported by:
Vincent Cendejas, PHP People Helping People
92123, San Diego, California - June 20, 2017

401-k Rollover Assistance

$5.00 to $6.00 fee only (hourly rate)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!

Reported by:
Vincent Cendejas, PHP People Helping People
92056, Oceanside, California - October 24, 2014

Retirement Planning & IRAs

$10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial representative. I offer my clients options based on their specific needs and help work with them to achieve their goals in tax free retirment vehicles.

Reported by:
Jennifer Rokke, Five Rings Financial
92056, Oceanside, California - October 24, 2014

Financial Planning

$10.00 to $11.00 fee only - hourly rate
I am a non fee based financial representative

Reported by:
Jennifer Rokke, Five Rings Financial
92056, Oceanside, California - October 24, 2014

Education Planning & 529 Plans

$10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial advisor

Reported by:
Jennifer Rokke, Five Rings Financial
92056, Oceanside, California - October 24, 2014

401-k Rollover Assistance

1.00 to 2.00 percent of investments purchased
I am a non fee based financial representative

Reported by:
Jennifer Rokke, Five Rings Financial
 
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San Diego Financial Advisors


PHP People Helping People
8825 Aero Dr Ste 215, San Diego, CA
650-580-5193 |
Five Rings Financial
290 Diamante Way, Oceanside, CA
8583492107
Life National Finance
San Diego, CA
312-550-0511 |
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
Financial Advisors > Costs & Prices > California > San Diego Financial Advisors Costs & Prices

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