Financial Advisors in California
Browse 2,667 financial advisors in California — page 11 of 56.
cardinal point capital llc
san francisco, CA
carey wealth management
san ramon, CA
carlsbad wealth advisory group, inc.
carlsbad, CA
carmandalian financial group, llc
westlake village, CA
carmel capital management l.l.c.
carmel, CA
carmel capital partners, llc
san diego, CA
carmel partners
san francisco, CA
carrick capital partners
san francisco, CA
carte verte management llc
san francisco, CA
carter financial, llc
la jolla, CA
casa verde capital, llc
west hollywood, CA
cascade financial partners, llc
san diego, CA
casilio leitch investments
walnut creek, CA
castle coast wealth, llc
la jolla, CA
castle creek capital
san diego, CA
castle creek launchpad
oakland, CA
castle rock wealth management, llc
walnut creek, CA
castle wealth planning
santa barbara, CA
catalina capital group, llc
torrance, CA
catalyst private wealth, llc
san mateo, CA
catalyst wealth advisors llc
newport beach, CA
category ventures management company, llc
san francisco, CA
catton capital partners, llc
san francisco, CA
causeway capital management llc
los angeles, CA
cavalry management group
san francisco, CA
cavalry management group 2, llc
san francisco, CA
cavu wealth advisors, llc
moraga, CA
cavu wealth management
lakeside, CA
cedarstone advisors
thousand oaks, CA
cendana capital
san francisco, CA
centaurus financial, inc.
anaheim, CA
center capital partners llc
beverly hills, CA
center15 capital llc
los angeles, CA
centura wealth advisory
san diego, CA
century park capital partners
el segundo, CA
cerda munoz advisors, inc
whittier, CA
cerracap, llc
costa mesa, CA
cerro pacific wealth advisors, llc
san luis obispo, CA
certified planners, inc.
san ramon, CA
certis capital management, inc.
santa barbara, CA
cervin ventures management, llc
palo alto, CA
cetera advisory services llc
el segundo, CA
cft capital management, llc
los angeles, CA
challenger wealth management
aliso viejo, CA
chandler asset management inc
san diego, CA
change forces
portola valley, CA
changing parameters, llc
los altos, CA
channel wealth, llc
santa barbara, CA
Frequently Asked Questions
How much does a financial advisor cost in California?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.