Financial Planners in San Luis Obispo, CA — 10 Firms (2026)
10 financial planners in San Luis Obispo, California meet our listing bar — a website plus a public review record. They average 4.63★ across 10 rated firms, and 8 are rated 4.5★ or higher. The highest-rated is Crew Wealth Management at 5.0★ across 29 Google reviews.
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CW
Crew Wealth Management✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 29 Google reviews.
MP
Mustang Private Wealth✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 14 Google reviews.
FF
Foronjy Financial✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
SI
Summit Investment Group✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
AW
Aquila Wealth Advisors, LLC✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 11 Google reviews.
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 5.0★ across 5 Google reviews.
PW
Periscope Wealth Advisors✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 4.9★ across 9 Google reviews.
SF
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 4.8★ across 22 Google reviews.
BB
Blakeslee & Blakeslee Inc.✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Luis Obispo, CA
Financial Planning in San Luis Obispo, California offering financial planning, and advisory. Rated 2.4★ across 117 Google reviews.
Top financial planners in San Luis Obispo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Crew Wealth Management✓ | Financial Planning | ★ 5.0 | 29 |
| 2 | Mustang Private Wealth✓ | Financial Planning | ★ 5.0 | 14 |
| 3 | Foronjy Financial✓ | Financial Planning | ★ 5.0 | 12 |
| 4 | Summit Investment Group✓ | Financial Planning | ★ 5.0 | 12 |
| 5 | Aquila Wealth Advisors, LLC✓ | Financial Planning | ★ 5.0 | 11 |
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.