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CARTER FINANCIAL, LLC

Financial Advisor serving La Jolla, California · 1 of 35 financial advisors in the area

📍 4225 EXECUTIVE SQUARE, LA JOLLA, CA 92037
📞 (858) 678-••••
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📍 4225 EXECUTIVE SQUARE, LA JOLLA, CA 92037

About CARTER FINANCIAL, LLC

CARTER FINANCIAL, LLC is a financial advisor located in La Jolla, California. As a local financial advisor, they serve La Jolla and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in La Jolla should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in La Jolla

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in La Jolla may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in La Jolla

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in La Jolla?
Financial Advisors in La Jolla typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in La Jolla?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 35 financial advisors in La Jolla to choose from.
Does CARTER FINANCIAL, LLC offer free quotes?
Contact CARTER FINANCIAL, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in La Jolla

Vaughn Woods Financial Group

2226, Avenida de la Playa, La Jolla, CA, 92037

U.S. Bank

7807, Girard Avenue, La Jolla, CA, 92037

BRANDES INVESTMENT PARTNERS, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR, LA JOLLA, CA 92037

FINANCIAL ALTERNATIVES, INC.

7825 FAY AVENUE, LA JOLLA, CA 92037

CONTEXT CAPITAL MANAGEMENT LLC

7724 GIRARD AVENUE, LA JOLLA, CA 92037

MUNDOVAL CAPITAL MANAGEMENT, INC.

7855 IVANHOE AVENUE SUITE 210, LA JOLLA, CA 92037