HomeDirectoryCaliforniaSan DiegoFinancial AdvisorsNext Gen Financial Planning
Financial Advisors

Next Gen Financial Planning

Financial Advisor serving San Diego, California · 1 of 124 financial advisors in the area

📍 2550, 5th Avenue, San Diego, CA, 92103
📞 +1-619-701-••••
Map
📍 2550, 5th Avenue, San Diego, CA, 92103

About Next Gen Financial Planning

Next Gen Financial Planning is a financial advisor located in San Diego, California. As a local financial advisor, they serve San Diego and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in San Diego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in San Diego

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in San Diego may vary based on the scope of work and provider.

Get a Free Quote from Next Gen Financial Planning

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in San Diego

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in San Diego?
Financial Advisors in San Diego typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in San Diego?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 124 financial advisors in San Diego to choose from.
Does Next Gen Financial Planning offer free quotes?
Contact Next Gen Financial Planning directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in San Diego

Sentinel Wealth Management

1455, Frazee Road, San Diego, CA, 92108

Formula Funding

5465, Morehouse Drive, San Diego, CA, 92121

Torrey Pines Bank

12220, El Camino Real, San Diego, CA, 92130

Bank of America Home Loans

12340, El Camino Real, San Diego, CA, 92130

Encompass Financial Services

12636, High Bluff Drive, San Diego, CA, 92130

Realty Income

11995 El Camino Real, San Diego, CA, 92130