Real Reviews · Poway
Top-Reviewed Financial Advisors in Poway, CA
What are customers actually saying? Read verified reviews for financial advisors in Poway — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Poway, CA by verified customer ratings and review volume. The highest-rated is Momentum Financial and Insurance Services LLC with a 5.0-star rating from 22 verified reviews. Also in the top tier: Imeson Wealth Partners LLC and Lucia Capital Group. The average rating across all listed financial advisors in Poway is 4.9 stars from 7 reviews per business on average.
Financial advisors in Poway typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Momentum Financial and Insurance Services LLC
11770 Bernardo Plaza Ct, San Diego, CA 92128, USA
Imeson Wealth Partners LLC
10960 Ivy Hill Dr UNIT 4, San Diego, CA 92131, USA
Lucia Capital Group
16789 Bernardo Center Dr, San Diego, CA 92128, USA
Financial Advisors Rankings in Poway, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Momentum Financial and Insurance Services LLC11770 Bernardo Plaza Ct, San Diego, CA 92128, USA | 5.0★ | 22 |
| #2 | Imeson Wealth Partners LLC10960 Ivy Hill Dr UNIT 4, San Diego, CA 92131, USA | 5.0★ | 17 |
| #3 | Lucia Capital Group16789 Bernardo Center Dr, San Diego, CA 92128, USA | 4.6★ | 21 |
| #4 | Danielle V. Financial12439 Poway Rd STE D, Poway, CA 92064, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Bill Bauerle13426 Community Rd Ste C, Poway, CA 92064, USA | 5.0★ | 2 |
| #6 | Financial Planning Consultants1450 Frazee Rd # 308, San Diego, CA 92108, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Michael A Ortiz, CFP®11440 W Bernardo Ct #272, San Diego, CA 92127, USA | 5.0★ | 3 |
| #8 | Rancho Bernardo, CA Branch Office - UBS Financial Services Inc.17180 Bernardo Center Dr, San Diego, CA 92128, USA | 5.0★ | 1 |
| #9 | Wealth Navigation Advisors6265 Greenwich Dr Suite 251, San Diego, CA 92122, USA | 5.0★ | 3 |
| #10 | Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC12700 Stowe Dr Ste 240, Poway, CA 92064, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Poway
Edward Jones - Financial Advisor: Bill Bauerle
13426 Community Rd Ste C, Poway, CA 92064, USA
Financial Planning Consultants
1450 Frazee Rd # 308, San Diego, CA 92108, USA
Edward Jones - Financial Advisor: Michael A Ortiz, CFP®
11440 W Bernardo Ct #272, San Diego, CA 92127, USA
Rancho Bernardo, CA Branch Office - UBS Financial Services Inc.
17180 Bernardo Center Dr, San Diego, CA 92128, USA
Wealth Navigation Advisors
6265 Greenwich Dr Suite 251, San Diego, CA 92122, USA
Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC
12700 Stowe Dr Ste 240, Poway, CA 92064, USA
Mercer Advisors - San Diego
9740 Appaloosa Rd UNIT 150, San Diego, CA 92131, USA
Innovative Pension Strategies
12975 Brookprinter Pl #200, Poway, CA 92064, USA
Ellis Financial Group, Inc.
11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA
Cody Roulier | Financial Planner - LPL Financial
11440 W Bernardo Ct #253, San Diego, CA 92127, USA
Sage Capital Advisors, LLC
11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA
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Frequently Asked Questions — Financial Advisors in Poway
What is a fiduciary financial advisor and why does it matter in Poway?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Poway, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Poway?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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