schedule a wealth management financial advisor san diego


At D&Y, we understand how important it is to feel your financial future is in the right hands. When you trust our wealth management team with your investments, you are trusting us with a huge part of your financial well-being. As fiduciaries and fee-only advisors, we are held to providing advice with your best interest in mind. No matter what your financial goals, our team of fee-only financial advisors will be here to give you the investment advice you need.

When you’re choosing a financial advisor, it’s important to ask how that advisor is compensated. At Dowling & Yahnke Wealth Advisors, not only are we fiduciaries, but we are also fee-only financial advisors. That means we don’t earn commissions for selling any products. Instead, we are free to recommend the investments and create financial plans that we truly believe are best for your financial future.

We also don’t make any money from referral fees, which means when we recommend an estate planning attorney, accountant, mortgage broker, or insurance professional, we are suggesting them because we truly believe in the work they do.

In fact, the only way we are paid is based on a percentage of the assets we manage.

Our annual rate schedule, which is designed to lower your marginal rate as your assets grow, is:

assests under management fees

You can find more details about our fees, expenses, and compensation in our Form ADV Part 2A Item 5opens PDF file and Form CRSopens PDF file .

You can also read more about what a fee-only financial advisor can do for you and why The National Association of Personal Financial Advisors recommends that model here.


Discover the people who make Dowling & Yahnke one of San Diego's top wealth management firms.



Our team is available now to discuss all of your finance goals.