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.
Showing 10 of 10 · sorted by Google rating
1.
Crew Wealth Management
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 1266 Monterey St, San Luis Obispo, CA 93401
2.
Mustang Private Wealth
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 429 Marsh St, San Luis Obispo, CA 93401
3.
Foronjy Financial
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 1085 Higuera St #120, San Luis Obispo, CA 93401
Services: advisory
4.
Summit Investment Group
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 11545 Los Osos Valley Rd Ste B1, San Luis Obispo, CA 93405
Services: advisory
5.
Aquila Wealth Advisors, LLC
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 1134 Chorro St, San Luis Obispo, CA 93401
6.
Merrill Lynch Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1020 Marsh St, San Luis Obispo, CA 93401
7.
Periscope Wealth Advisors
★★★★★★★★★★4.9(9 Google reviews)✓ Verified on Google
Financial Planning · 1250 Peach St, San Luis Obispo, CA 93401
Services: advisory
8.
Sound Financial & Insurance Solutions, Inc.
★★★★★★★★★★4.8(22 Google reviews)✓ Verified on Google
Financial Planning · 1177 Marsh St Suite #200, San Luis Obispo, CA 93401
9.
Blakeslee & Blakeslee Inc.
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 1101 Marsh St, San Luis Obispo, CA 93401
10.
Bank of America Financial Center
★★★★★★★★★★2.4(117 Google reviews)✓ Verified on Google
Financial Planning · 1102 Higuera St, San Luis Obispo, CA 93401
Services: advisory
Top financial planners in San Luis Obispo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Crew Wealth Management | Financial Planning | 5.0 / 5 | 29 |
| 2 | Mustang Private Wealth | Financial Planning | 5.0 / 5 | 14 |
| 3 | Foronjy Financial | Financial Planning | 5.0 / 5 | 12 |
| 4 | Summit Investment Group | Financial Planning | 5.0 / 5 | 12 |
| 5 | Aquila Wealth Advisors, LLC | Financial Planning | 5.0 / 5 | 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.