Canter Wealth

FinancialOwner Verified

About

Fee-only wealth management firm at 7825 Fay Ave Suite 140, La Jolla, CA 92037, providing investment management, financial planning, tax strategy, estate planning, and real estate advisory through a team of 9 Certified Financial Planners. Canter Wealth manages over $302 million in assets under management across 310 accounts and was voted Best Financial Planner in La Jolla by San Diego Magazine. The firm's fee-only fiduciary model means no commissions and no product sales — a structure shared by only a handful of La Jolla advisors, including Dyer Wealth Management on La Jolla Blvd in Bird Rock, which takes a similar no-commission approach for retirement-focused clients. Canter's unusual integration of real estate services under the same roof as investment management sets it apart from standalone advisory shops. Tax preparation and compliance work that supplements Canter's tax strategy falls to firms like Alpinieri Steven CPA on Eads Avenue.