Near You · San Marcos
Financial Advisors Near You in San Marcos, CA
Find financial advisors close to you in San Marcos. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 9 financial advisors in San Marcos, CA by verified customer ratings and review volume. The highest-rated is DeVore Financial Advisors, LLC with a 5.0-star rating from 1 verified reviews. Also in the top tier: Dimitris Magemeneas- Kingsview Asset Management and Eagles Financial. The average rating across all listed financial advisors in San Marcos is 5 stars from 1 reviews per business on average.
Financial advisors in San Marcos 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
9
Businesses listed
5★
Avg rating
1
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
DeVore Financial Advisors, LLC
1260 San Elijo Rd N, San Marcos, CA 92078, USA
Dimitris Magemeneas- Kingsview Asset Management
1 Civic Center Dr STE 350, San Marcos, CA 92069, USA
Eagles Financial
1001 W San Marcos Blvd STE 205, San Marcos, CA 92078, USA
Financial Advisors Rankings in San Marcos, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DeVore Financial Advisors, LLC1260 San Elijo Rd N, San Marcos, CA 92078, USA | 5.0★ | 1 |
| #2 | Dimitris Magemeneas- Kingsview Asset Management1 Civic Center Dr STE 350, San Marcos, CA 92069, USA | 5.0★ | 1 |
| #3 | Eagles Financial1001 W San Marcos Blvd STE 205, San Marcos, CA 92078, USA | 5.0★ | 2 |
| #4 | Wake Up Financial and Insurance Services Inc.100 E San Marcos Blvd #400, San Marcos, CA 92069, USA | 5.0★ | 1 |
| #5 | Marathon Group Financial100 E San Marcos Blvd #400, San Marcos, CA 92069, USA | — | — |
| #6 | Pacific Financial Group955 Boardwalk STE 203, San Marcos, CA 92078, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Brian D Lundberg, AAMS®334 Via Vera Cruz Suite 254, San Marcos, CA 92078, USA | — | — |
| #8 | Newport Wealth Advisors100 E San Marcos Blvd #400, San Marcos, CA 92069, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Spencer M Birch, AAMS®1 Civic Center Dr Ste 264, San Marcos, CA 92069, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Marcos
Wake Up Financial and Insurance Services Inc.
100 E San Marcos Blvd #400, San Marcos, CA 92069, USA
Marathon Group Financial
100 E San Marcos Blvd #400, San Marcos, CA 92069, USA
Pacific Financial Group
955 Boardwalk STE 203, San Marcos, CA 92078, USA
Edward Jones - Financial Advisor: Brian D Lundberg, AAMS®
334 Via Vera Cruz Suite 254, San Marcos, CA 92078, USA
Newport Wealth Advisors
100 E San Marcos Blvd #400, San Marcos, CA 92069, USA
Edward Jones - Financial Advisor: Spencer M Birch, AAMS®
1 Civic Center Dr Ste 264, San Marcos, CA 92069, USA
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Frequently Asked Questions — Financial Advisors in San Marcos
What is a fiduciary financial advisor and why does it matter in San Marcos?
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 San Marcos, 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 San Marcos?
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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