# Satori Wealth Management, Inc., San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/satori-wealth-management-inc-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 10 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/satori-wealth-management-inc-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhsoed00g1yetikg8esqyw%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhsoed00g1yetikg8esqyw%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhsoed00g1yetikg8esqyw%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhsoed00g1yetikg8esqyw%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhsoed00g1yetikg8esqyw%2F4.jpg)


## In short

Satori Wealth Management, Inc. is a financial planner in San Diego, CA. Its AI Score is 26 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 4660 La Jolla Village Dr ste 100, San Diego, CA 92122, USA |
| Hours | Mon to Fri 9 AM to 5 PM · Closed Sat to Sun |
| Phone | (619) 305-0553 |
| Owner | Nothing found |
| Rating | 5.0 across 13 reviews on Google |
| Known for | Satori Wealth Management excels in retirement planning, particularly for early retirees and those seeking flat fee financial advice. Their personalized approach and expertise in navigating complex financial topics make them a trusted choice in San Diego. |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | September 19, 2026, 12:15 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 4660 La Jolla Village Dr ste 100, San Diego, CA 92122, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments. This ensures that our advice is always 100% in your best interest. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Satori Wealth Management, Inc. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (619) 305-0553 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Case study early retirement | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Case study recently retired | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial advisory | AI guess | Nothing found |
| Services | Service | Free retirenow checkup | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Inc | Confirmed | Google Business Profile, checked Sep 19, 2026 |
| Services | Service | Investment planning | AI guess | Nothing found |
| Services | Service | Irmaa surcharge makes medicare more expensive | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Medicare surcharge advice | AI guess | Nothing found |
| Services | Service | Nonqualified deferred compensation plans | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Personal financial statements | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement documents needed | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement life planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement planning | AI guess | Nothing found |
| Services | Service | Tax planning | AI guess | Nothing found |
| Services | Service | Wealth management | AI guess | Nothing found |
| Links | Website | https://www.satoriwealth.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 9 services Satori Wealth Management offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Retirement life planning |  |  |  | Confirmed |
| Retirement documents needed |  |  |  | Confirmed |
| Free retirenow checkup |  |  |  | Confirmed |
| Irmaa surcharge makes medicare more expensive |  |  |  | Confirmed |
| Nonqualified deferred compensation plans |  |  |  | Confirmed |
| Inc |  |  |  | Confirmed |
| Case study early retirement |  |  |  | Confirmed |
| Personal financial statements |  |  |  | Confirmed |
| Case study recently retired |  |  |  | Confirmed |


### Known for

Satori Wealth Management excels in retirement planning, particularly for early retirees and those seeking flat fee financial advice. Their personalized approach and expertise in navigating complex financial topics make them a trusted choice in San Diego.


## The team

Nothing found


## Visiting Satori Wealth Management

Address: 4660 La Jolla Village Dr ste 100, San Diego, CA 92122, USA. Phone: (619) 305-0553. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:48 PM.)


### Location info from Google Business Profile

Business description, written by Satori Wealth Management on its Google Business Profile: "We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments. This ensures that our advice is always 100% in your best interest."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Bom Dia Café | Cafe | 1 min walk |
| Copper Oven Cafe & Bakery | Cafe | 1 min walk |
| La Jolla Village Dr & Towne Center Dr | Bus stop | 2 min walk |
| Cargo Cafe - Gateway | Coffee shop | 3 min walk |
| 1010 Santa Clara Pl, San Diego CA 92109 | Park | 3 min walk |
| Gateway Parking Garage | Parking garage | 3 min walk |


## Reputation

5.0 average across 13 reviews: Google 13. (Confirmed, read August 18, 2026.)

 (AI guess, from 13 reviews.)


### What people like

- Thorough explanations of financial strategies
- Responsive and trustworthy service
- Holistic approach to retirement planning


### What people do not like

Nothing found


### Press

No press story about Satori Wealth Management found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Satori Wealth Management

Satori Wealth Management hasn't posted an update here yet.


## Questions people ask


### What financial planner questions is San Diego asking AI most?

No answer yet


### membership, worth it or not

No answer yet


### people keep recommending Satori Wealth Management, what for?

No answer yet


### Saturdays at Satori Wealth Management, are they open?

No answer yet


### Coffee near this place on La Jolla?

No answer yet


### Are the hours on Google right for Satori Wealth Management in San Diego?

No answer yet


### Why do people rate Satori Wealth Management?

No answer yet


### best financial planner in San Diego

No answer yet


### do I need to book this place or can I just turn up?

No answer yet


### is Define any better for Retirement planning for early retirees

No answer yet


### parking at Satori Wealth Management, where does everyone put the car?

No answer yet


### budget options in San Diego, what is decent

No answer yet


### same day slots, does that ever happen here

No answer yet


### Ballpark for a visit to a planner in San Diego?

No answer yet


### services here, what do people go in for?

No answer yet


### anything I should sort out before a first visit at Satori Wealth Management?

No answer yet


### last update from here was when?

No answer yet


## What AI gets wrong about Satori Wealth Management

We ask Gemini and ChatGPT about Satori Wealth Management. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026.

No capture has disagreed with the record yet.


## The AI Score: 26 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Satori Wealth Management scores 26, below the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Satori Wealth Management |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether 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. | Poor |
| Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Nobody at all was recommended in the 2 answers we hold, so there is nothing to score. |
| Reviews & response | 12 | 75 | The 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. | Good |
| Backlink & citation authority | 8 | 56 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 84 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 62 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 81 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Satori Wealth Management if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Satori Wealth Management |
| --- | --- | --- | --- | --- |
| Satori Wealth Management, Inc. | LocalBusiness | #business | https://www.satoriwealth.com/ | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Satori Wealth Management is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Satori Wealth Management, Inc.. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJpV3qdzpV2YARX1gItteAmJA (accessed Aug 18, 2026)
- [2] satoriwealth.com, https://satoriwealth.com/personal-financial-statements/ (accessed Sep 19, 2026)
- [3] satoriwealth.com, https://satoriwealth.com/retirement-documents-needed/ (accessed Sep 19, 2026)
- [4] satoriwealth.com, https://satoriwealth.com/retirement-life-planning/ (accessed Sep 19, 2026)
- [5] satoriwealth.com, https://satoriwealth.com/case-study-recently-retired/ (accessed Sep 19, 2026)
- [6] satoriwealth.com, https://satoriwealth.com/case-study-early-retirement/ (accessed Sep 19, 2026)
- [7] satoriwealth.com, https://satoriwealth.com/irmaa-surcharge-makes-medicare-more-expensive/ (accessed Sep 19, 2026)
- [8] satoriwealth.com, https://satoriwealth.com/free-retirenow-checkup/ (accessed Sep 19, 2026)
- [9] satoriwealth.com, https://satoriwealth.com/nonqualified-deferred-compensation-plans/ (accessed Sep 19, 2026)
- [10] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)