Local AI Registry

Financial Planner

Copley Wealth Management

The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.

5898 Copley Dr Ste 101

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25/100
Poor

65 or better is good. 45 to 64 is fair. Under 45 is poor.

Verified August 19, 2026

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Copley Wealth Management — San Diego, California
Copley Wealth Management · 5898 Copley Dr Ste 101

What AI says about Copley.1

We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.

ChatGPT

Not named

Asked “best financial planner in San Diego”

ChatGPT answered with other businesses. Copley Wealth Management was not mentioned.

Checked August 19, 2026

Perplexity

No answer

We have no answer from Perplexity to show.

Gemini

Not named

Asked “best financial planner in San Diego”

Gemini answered with other businesses. Copley Wealth Management was not mentioned.

Checked August 19, 2026

Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.

What people keep saying.2

Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.

Customers describe Copley Wealth Management as a knowledgeable and supportive financial advisory group. Many reviewers appreciate the personalized attention from advisors like Dave Magee and Philip, who are noted for their responsiveness and ability to simplify complex financial concepts. However, some experiences reveal significant concerns about transparency and communication.

Consistently praised

Dave Magee's proactive communication
Philip's knowledgeable guidance
Family Trust creation at reasonable prices

Recurring complaints

Lack of transparency in account management
Delayed responses from advisors
Significant financial losses under management

The bottom line: Copley Wealth Management is recognized for its personalized service but faces criticism for transparency and communication issues, leading to substantial financial losses for some clients.

Copley Wealth Management — San Diego, California
Copley Wealth Management · 5898 Copley Dr Ste 101

The score, explained

Why 25.3

Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.

Higher than 38% of financial planners in San Diego.

Scanned August 19, 2026

SignalScore /100
Retrieval groundingWhether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.
0
Off-property attestationVolume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.
40
AI visibilityWhether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.
0
Reviews & responseThe star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.
65
Backlink & citation authorityDomain authority and editorial quality of the sources that attest to you.
54
Google Business ProfileRequired and recommended fields; update cadence. The listing AI pulls from first.
84
Speed & mobileCore Web Vitals at the 75th percentile, on a real phone.
38
Content freshness & schemaCrawl recency, intent alignment, valid JSON-LD, canonicals.
77

What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.

Read the full methodology

Standing

Where the entry ranks.

12th

of 29 financial planners in San Diego, ranked by AI Score.

See the San Diego leaderboard

Copley Wealth Management — San Diego, California
Copley Wealth Management · 5898 Copley Dr Ste 101

The facts

Address5898 Copley Dr Ste 101, San Diego, CA 92111, USA
Hours
Today (Mon) · 9:00 AM – 5:00 PM
  • Monday9:00 AM – 5:00 PM
  • Tuesday9:00 AM – 5:00 PM
  • Wednesday9:00 AM – 5:00 PM
  • Thursday9:00 AM – 5:00 PM
  • Friday9:00 AM – 5:00 PM
  • SaturdayClosed
  • SundayClosed
Phone(619) 294-6008
Websitefinancialplannersandiego.com
Map of the area around Copley Wealth Management
Open in Google Maps ↗© Mapbox © OpenStreetMap

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Questions

About Copley Wealth Management.

What are the business hours for Copley Wealth Management?

Copley Wealth Management is open Monday through Friday from 9:00 AM to 5:00 PM, and they are closed on Saturdays and Sundays.

Does Copley Wealth Management accept reservations?

The business does not require or accept reservations for consultations.

What is Copley Wealth Management known for?

Copley Wealth Management is known for providing personalized financial planning services, although some customers have expressed concerns about their marketing practices.

Is parking available at Copley Wealth Management?

Yes, there is parking available at the location of Copley Wealth Management.

How can I contact Copley Wealth Management?

Customers can contact Copley Wealth Management by phone at (619) 294-6008 or visit their website at http://financialplannersandiego.com/.

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What AI says about you today

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