Financial Advisors · profile

Root Financial

Financial Advisors · Encinitas, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1106 2nd St #102, Encinitas, CA 92024, USA · View on Google Maps Google Places
Phone
(760) 452-0720 Google Places
Website
www.rootfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • expertise.com5 (51)
  • Google4.9 (98)
  • javierluque.es4.9
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 1 m.yelp.comAggregated mapquest.comAggregated privatehub.aiIndependent editorial rootfinancial.comSelf-published tracxn.comAggregated yelp.comAggregated
How they're paid Self-claimed 1 privatehub.aiIndependent editorial rootfinancial.comSelf-published tracxn.comAggregated yelp.comAggregated
Service delivery model Self-claimed 1 privatehub.aiIndependent editorial rootfinancial.comSelf-published

3 facts·7 sources·0 contested·3 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
encinitas, caprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedyelp.comAggregatedyelp.comAggregatedlearn.rootfinancialpartners.comIndependent editorialsmartadvisormatch.comAggregatedlocal.yahoo.comAggregatedm.yelp.comAggregatedmapquest.comAggregatedrootfinancial.comSelf-publishedyelp.comAggregatedyelp.comAggregated
Established in
2022 · 2017advisorsearch.orgAggregatedsignalhire.comAggregatedyelp.comAggregated
Years in practice
8 yearssignalhire.comAggregated
Registration
registered investment adviser (RIA) · registered in the states of Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Maryland, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Texas · registered investment advisorsrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedsmartadvisormatch.comAggregatedmapquest.comAggregated
Professional certifications
CFProotfinancial.comSelf-publishedlinkedin.comSelf-published social
Services
investment advisory services · retirement planning, tax planning, investment management, estate planning · proactive tax planning, retirement planning, estate planning, insurance reviews, and investment management · estate planningadvisorsearch.orgAggregatedprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedrootfinancial.comSelf-published
Who they work with
business owners and entrepreneurs · clients with portfolios of at least $1 million · retirees · high-net-worth individualsyelp.comAggregatedprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedtracxn.comAggregatedrootfinancial.comSelf-publishedwealthmanagement.comIndependent editorial
How they invest
low-cost, diversified investments like index funds and ETFsrootfinancial.comSelf-published
How they're paid
fee-only · fee-basedyelp.comAggregatedprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedtracxn.comAggregatedrootfinancial.comSelf-publishedrootfinancial.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

TRUE ROOT FINANCIAL - Updated April 2026 - 11 Reviews - 3445 Scott St, San Francisco, California - Financial Advising - Phone Number - Yelp
yelp.com Aggregated ·
Root Financial Partners, registered in 2022
advisorsearch.org Aggregated ·
Fiduciary financial advisors near me (or virtual).
rootfinancial.com Self-published ·
Personalized Retirement Planning (The Sequoia System) Proactive Tax Planning and Optimization · Investment Management and Strategy · Estate Planning and Insurance Reviews
privatehub.ai Independent editorial ·
Ari Taublieb, CFP®, MBA
linkedin.com Self-published social ·
The firm has been featured in numerous publications, including Yahoo! Finance, Investopedia, and Nasdaq.
expertise.com Aggregated ·
Root’s client offering focuses heavily on financial planning, including budgeting, retirement strategies and tax management.
wealthmanagement.com Independent editorial ·
We're an independent, fee-only financial advisor who helps you get more life out of money.
tracxn.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 123 mentions across the web and boiled them down to 56 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 56 confirmed facts · 123 mentions read
Fact Value Source Source date How we checked
Category Financial Advising · 8 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedm.yelp.comAggregatedyelp.comAggregated Verified
Category financial advisor · 2 sources rootfinancial.comSelf-publishedrootfinancial.comSelf-published Verified
Category financial advisors · 2 sources rootfinancial.comSelf-publishedfacebook.comSelf-published social Verified
Category financial advisory firm · 2 sources advisorsearch.orgAggregatedprivatehub.aiIndependent editorial Verified
Category Financial Consulting local.yahoo.comAggregated Verified
Category Financial planner · 2 sources cylex.us.comAggregatedfacebook.comSelf-published social Verified
Category financial planners rootfinancial.comSelf-published Verified
Category Financial service · 6 sources rootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-published From page metadata
Category Financial Service · 2 sources rootfinancial.comSelf-publishedrootfinancial.comSelf-published Verified
Established in 2017 · 2 sources signalhire.comAggregatedyelp.comAggregated Verified
Established in 2022 advisorsearch.orgAggregated Verified
Featured on expertise.com expertise.comAggregated Verified
Featured on wealthmanagement.com wealthmanagement.comIndependent editorial Verified
Fiduciary status fiduciary · 11 sources yelp.comAggregatedrootfinancial.comSelf-publishedprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedtracxn.comAggregatedrootfinancial.comSelf-publishedm.yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Fiduciary status prioritize their clients' best interests mapquest.comAggregated Verified
Founded by james conole · 3 sources wealthmanagement.comIndependent editorialsignalhire.comAggregatedyelp.comAggregated Verified
Has review count 51 expertise.comAggregated From page metadata
How they invest low-cost, diversified investments like index funds and ETFs rootfinancial.comSelf-published Verified
How they're paid fee-based rootfinancial.comSelf-published Verified
How they're paid fee-only · 7 sources yelp.comAggregatedprivatehub.aiIndependent editorialrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedrootfinancial.comSelf-publishedtracxn.comAggregatedrootfinancial.comSelf-published Verified
Main location austin, tx advisorsearch.orgAggregated Verified
Main location ca · 5 sources privatehub.aiIndependent editorialjavierluque.esIndependent editorialexpertise.comAggregatedsignalhire.comAggregatedmapquest.comAggregated From page metadata
Main location encinitas, ca · 12 sources privatehub.aiIndependent editorialrootfinancial.comSelf-publishedyelp.comAggregatedyelp.comAggregatedlearn.rootfinancialpartners.comIndependent editorialsmartadvisormatch.comAggregatedlocal.yahoo.comAggregatedm.yelp.comAggregatedmapquest.comAggregatedrootfinancial.comSelf-publishedyelp.comAggregatedyelp.comAggregated Verified
Main location us · 5 sources privatehub.aiIndependent editorialjavierluque.esIndependent editorialexpertise.comAggregatedsignalhire.comAggregatedmapquest.comAggregated From page metadata
Professional certifications CFP · 2 sources rootfinancial.comSelf-publishedlinkedin.comSelf-published social Verified
Rating 4.9 javierluque.esIndependent editorial From page metadata
Rating 5 expertise.comAggregated From page metadata
Registration registered in the states of Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Maryland, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Texas smartadvisormatch.comAggregated Verified
Registration registered investment adviser (RIA) · 2 sources rootfinancial.comSelf-publishedrootfinancial.comSelf-published Verified
Registration registered investment advisors mapquest.comAggregated Verified
Service delivery model hybrid · 2 sources rootfinancial.comSelf-publishedrootfinancial.comSelf-published Verified
Service delivery model virtual · 2 sources privatehub.aiIndependent editorialrootfinancial.comSelf-published Verified
Service delivery model virtual only rootfinancial.comSelf-published Verified
Services estate planning rootfinancial.comSelf-published Verified
Services financial planning rootfinancial.comSelf-published Verified
Services financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers smartadvisormatch.comAggregated Verified
Services financial planning, including budgeting, retirement strategies and tax management wealthmanagement.comIndependent editorial Verified
Services financial planning, investment management yelp.comAggregated Verified
Services financial planning, investment management, tax planning, estate planning rootfinancial.comSelf-published Verified
Services financial planning, investments, wealth management signalhire.comAggregated Verified
Services investment advisory services advisorsearch.orgAggregated Verified
Services proactive tax planning, retirement planning, estate planning, insurance reviews, and investment management rootfinancial.comSelf-published Verified
Services retirement planning · 6 sources rootfinancial.comSelf-publishedexpertise.comAggregatedtracxn.comAggregatedrootfinancial.comSelf-publishedlocal.yahoo.comAggregatedrootfinancial.comSelf-published Verified
Services retirement planning, investment management, tax planning, and estate planning mapquest.comAggregated Verified
Services retirement planning, investment management, tax planning, estate planning, insurance review, cash flow planning rootfinancial.comSelf-published Verified
Services retirement planning, tax planning, investment management, estate planning privatehub.aiIndependent editorial Verified
Services tax planning rootfinancial.comSelf-published Verified
Services Wealth Management, Investing, Retirement Planner yelp.comAggregated Verified
Services Wealth Management, Retirement Planner, Investing · 2 sources m.yelp.comAggregatedyelp.comAggregated Verified
Who they work with business owners and entrepreneurs yelp.comAggregated Verified
Who they work with clients with portfolios of at least $1 million privatehub.aiIndependent editorial Verified
Who they work with high-net-worth individuals wealthmanagement.comIndependent editorial Verified
Who they work with next generation of successful professionals and entrepreneurs yelp.comAggregated Verified
Who they work with retail investors, high net worth investors, and pension plans smartadvisormatch.comAggregated Verified
Who they work with retirees · 3 sources rootfinancial.comSelf-publishedtracxn.comAggregatedrootfinancial.comSelf-published Verified
Years in practice 8 years signalhire.comAggregated Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

2 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
8
Data refreshed
Compiled
Mentions → facts
123 → 56
Aggregated Self-published Independent editorial

Sources consulted

Profile · root-financial-c2afa182a9df4a0a98a5e09718847ca8 Category · Financial Advisors Published by Authoria