Financial Planners in Carlsbad, CA — 23 Firms (2026)
23 financial planners in Carlsbad, California meet our listing bar — a website plus a public review record. They average 4.00★ across 23 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is IDA Wealth - Intelligence Driven Advisers at 5.0★ across 111 Google reviews.
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IW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 111 Google reviews.
MO
Mutual of Omaha Mortgage✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 71 Google reviews.
SW
Seaside Wealth Management✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 57 Google reviews.
TW
Trajan Wealth✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 38 Google reviews.
GM
Guide My Finances✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 33 Google reviews.
BS
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 15 Google reviews.
AM
Andrew Marshall Financial, LLC✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 11 Google reviews.
SG
Sterling Global Strategies✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 8 Google reviews.
MW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 7 Google reviews.
WD
Wellspring Divorce Advisors✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 7 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
WF
WWM Financial✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 4.8★ across 23 Google reviews.
MW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 4.4★ across 7 Google reviews.
RO
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 4.4★ across 5 Google reviews.
TF
Target Financial and Insurance Services✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 4.3★ across 70 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 3.3★ across 15 Google reviews.
UB
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 2.8★ across 19 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 2.6★ across 9 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 2.5★ across 36 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 2.5★ across 33 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 2.3★ across 44 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 1.7★ across 78 Google reviews.
FS
First Solution Financial Services✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 1.4★ across 7 Google reviews.
Top financial planners in Carlsbad
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | IDA Wealth - Intelligence Driven Advisers✓ | Financial Planning | ★ 5.0 | 111 |
| 2 | Mutual of Omaha Mortgage✓ | Financial Planning | ★ 5.0 | 71 |
| 3 | Seaside Wealth Management✓ | Financial Planning | ★ 5.0 | 57 |
| 4 | Trajan Wealth✓ | Financial Planning | ★ 5.0 | 38 |
| 5 | Guide My Finances✓ | Financial Planning | ★ 5.0 | 33 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.