A complete list of active advisors currently associated with Carlsbad Wealth Advisory Group, Inc.

Warmer can help you find a great advisor at Carlsbad Wealth Advisory Group, Inc. or one who fits your needs even better.

Carlsbad Wealth Advisory Group serves individual and high-net-worth clients, providing portfolio management and broader advisory services under percentage-of-AUM arrangements typical for supported firms. The firm reports about $237.6 million in assets under management for roughly 248 clients and operates with a three-advisor team. The firm uses a team-based model that pairs experienced advisors with early-career support staff; the firm’s brochure discloses an associate who joined in 2023 with a Bachelor of Science in Business Economics and who functions as a paraplanner/associate advisor. That associate’s advisory activities are overseen by the firm’s Chief Investment Officer/Chief Compliance Officer, indicating a formal supervision and compliance structure. Noteworthy for its size category, the firm combines relatively high AUM with a small advisor headcount and employs recently graduated staff in client-facing technical roles. The brochure also discloses no disciplinary history, no outside investment-related business for the associate, and no receipt of third-party compensation for their advisory work, which may be relevant to clients assessing potential conflicts of interest.

To learn more about the advisors currently working at Carlsbad Wealth Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.