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Find The Best Financial Advisors in San Clemente, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Clemente is a tedious task to do. give you extensive options to compare best advisors in San Clemente & pick the one as per your needs

How To Find The Best Financial Advisors in San Clemente, California

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in San Clemente, California, is a useful resource. We've compiled a list of the 12 vetted financial advisors and 7 non-vetted financial advisors in San Clemente, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Clemente, California have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in San Clemente, California


Ryan K. Gunn

Gunn Financial Associates/Royal Alliance Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672



Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677



Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618



James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612



Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660



Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660



Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614



Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300

San Diego, CA 92121



R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123



Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550

San Diego, CA 92108



Personal Capital

Personal Capital


Los Angeles, CA 90012



Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067


Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
109 E. Escalones, San Clemente, CA 92672
289797 $363,509,883 1305 A percentage of AUM
Hourly charges
Fixed fees
241 Avenida Del Mar, San Clemente, CA 92672
111453 $227,767,519 422 A percentage of AUM
Hourly charges
Fixed fees
109 E Escalones, San Clemente, CA 92672
108126 $221,007,141 476 A percentage of AUM

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Sage Financial Innovations
Inquire with Sage
125 E Avenida San Juan, San Clemente, CA 92672 949-387-4460
NCG Financial
Inquire with NCG
185 Avenue La Pata, Suite 206 San Clemente, CA 92673 949-388-9046
Edward Jones
Inquire with Edward
429 Avenida De La Estrella, Suite 102 San Clemente, CA 92672 949-492-1274
Edward Jones
Inquire with Edward
300 S El Camino Real, Suite 102 B San Clemente, CA 92672 949-940-0256
Edward Jones
Inquire with Edward
905 Calle Amanecer, Suite 260 San Clemente, CA 92673 949-361-6970
Edward Jones
Inquire with Edward
429 Avenida De La Estrella, Suite 102 San Clemente, CA 92672 949-492-1274
Edward Jones
Inquire with Edward
300 S El Camino Real, Suite 102 B San Clemente, CA 92672 949-940-0256

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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