local ai registry · agent view · /biz/ca/san-diego/copley-wealth-management-san-diego-ca

# Copley Wealth Management

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/copley-wealth-management-san-diego-ca

**AI Score: 25/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Copley Wealth Management was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Copley Wealth Management was not mentioned.

## What reviews say

> 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

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.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 65 |
| Backlink & citation authority | 8% | 54 |
| Google Business Profile | 8% | 84 |
| Speed & mobile | 7% | 38 |
| Content freshness & schema | 5% | 77 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Copley Wealth Management ranks 12 of 29 in its category here.

## Facts

- Address: 5898 Copley Dr Ste 101, San Diego, CA 92111, USA
- Phone: (619) 294-6008
- Website: financialplannersandiego.com
- Hours Mon: 9:00 AM – 5:00 PM
- Hours Tue: 9:00 AM – 5:00 PM
- Hours Wed: 9:00 AM – 5:00 PM
- Hours Thu: 9:00 AM – 5:00 PM
- Hours Fri: 9:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.