Financial Advisors in California
Browse 2,667 financial advisors in California — page 15 of 56.
crosspoint financial, llc
tustin, CA
crown advisors management, inc.
larkspur, CA
cruden bay investment management, llc
westlake village, CA
crux wealth advisors
long beach, CA
crv, llc
palo alto, CA
crypto lotus llc
san francisco, CA
crystal cove asset management
newport beach, CA
cs capital management inc
el segundo, CA
csc upshot ventures management, llc
palo alto, CA
cta wealth advisors, inc.
burbank, CA
cuadrilla capital, llc
santa barbara, CA
curated wealth partners, llc
el segundo, CA
curewell capital management, llc
los angeles, CA
curtis advisory group, llc
santa barbara, CA
cvf capital partners, inc.
davis, CA
cw investment advisers, llc
los angeles, CA
cws capital partners llc
newport beach, CA
cypress point investment management lp
mill valley, CA
cypress wealth services, llc
palm desert, CA
d. m. brenner, inc.
solana beach, CA
d'arcy capital management, llc
san diego, CA
dachtler wealth advisors, llc
folsom, CA
dafna capital management, llc
los angeles, CA
dag ventures
palo alto, CA
dai advisors
menlo park, CA
daiwa capital management silicon valley inc.
palo alto, CA
dalton investments, inc.
el segundo, CA
danhua capital management, llc
menlo park, CA
daniel investment associates, llc
santa barbara, CA
darlington partners capital management, lp
greenbrae, CA
dash investments
woodland hills, CA
davidson kahn capital management, llc
sherman oaks, CA
davies financial advisors, inc.
murrieta, CA
dayton craft manager, llc
santa monica, CA
dba seaside financial & insurance services
carlsbad, CA
dbafc, l.l.c.
san francisco, CA
dbl investors, llc
san francisco, CA
dbl partners
san francisco, CA
dc global ventures
menlo park, CA
dca family office, llc
roseville, CA
dcm
menlo park, CA
dcvc
palo alto, CA
dcvc bio
palo alto, CA
de groote financial group, llc
thousand oaks, CA
dean roland russell, llc
san diego, CA
decamilla capital management llc
sacramento, CA
decision investments, inc.
san diego, CA
decode finance llc
palo alto, 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.