The La Jolla Institute for Wealth Management is an independent, state registered, advisory firm. We offer fee-based, objective advice to clients. Unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on transactions. All fees are negotiable and are fully disclosed prior to the engagement.

La Jolla Institute for Wealth Management was formed in 1992 as a dba of Professional Planning Counsel, Inc., a wealth management advisory firm incorporated in 1979.