Best Financial Advisors in ENCINITAS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$283M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ENCINITAS
#1
100
STONE STEPS FINANCIAL, LLC
ENCINITAS, CA · Since 2024
$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
95
SWEETWATER PRIVATE EQUITY
ENCINITAS, CA · Since 2019
$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#3
95
COOPER CAPITAL GROUP
ENCINITAS, CA · Since 2019
$283M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
SALIENT WEALTH PLANNING
ENCINITAS, CA · Since 2023
$239M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ENCINITAS?
The median advisory fee in ENCINITAS, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.