Financial planner fees
There are major differences between fee-only and fee-based financial planners.
3 min read
Find a financial advisor near San Diego, CA
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
3 agents found - Take our quiz to see our full list of certified advisors in your area.
Jamie Lima, MBA, CFP®, CDFA®
Woodson Wealth Management
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$22M
Experience
20 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM, Flat-Fee Retainer
Henry Hoang, CFP®, ChFC®, CLU®
Bright Wealth Advisors, LLC
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$9M
Experience
15 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
Taylor Sutherland, CFP®
Halbert Hargrove
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$3B
Experience
22 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
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