Financial Advisors in California
Browse 2,667 financial advisors in California — page 24 of 56.
hack vc management, llc
palo alto, CA
hackman capital partners, llc
culver city, CA
hahn capital management, llc
walnut creek, CA
halbert hargrove
long beach, CA
hall capital, llc
pasadena, CA
halliser llc
los angeles, CA
halo partners
encinitas, CA
halseypoint asset management
el segundo, CA
hamilton manor & associates
la jolla, CA
hamilton wealth, llc
los angeles, CA
han river partners
menlo park, CA
hanabi capital management, llc
palo alto, CA
hanke & apolonio wealth advisors llc
san francisco, CA
hanover (hnvr)
portola valey, CA
hansen & associates financial group inc.
roseville, CA
hanwha asset management (usa) ltd.
san francisco, CA
harbor hills financial advisors
montecito, CA
hardworking capital advisors, llc
palm desert, CA
harmony point wealth advisors, inc.
irvine, CA
harold davidson & associates, inc
los angeles, CA
harpoon management, llc
san diego, CA
harrington investments, inc.
napa, CA
haun ventures management lp
menlo park, CA
haven capital group
westlake village, CA
haven venture partners, llc
palo alto, CA
hawk ridge capital management lp
los angeles, CA
hawktail management, llc
palo alto, CA
haystack management company, llc
san francisco, CA
hbw advisory services llc
simi valley, CA
hcap partners, llc
la jolla, CA
hcm wealth
san rafael, CA
hcr wealth advisors
los angeles, CA
headline growth management, llc
san francisco, CA
headline management vii, llc
san francisco, CA
health velocity mgmt llc
san francisco, CA
healthier capital, llc
menlo park, CA
healthpointcapital management, llc
san diego, CA
healthy ventures management, llc
mill valley, CA
heavybit, llc
san francisco, CA
heckman financial & insurance services, inc.
san jose, CA
heights llc
los angeles, CA
hellman & friedman llc
san francisco, CA
hennessy advisors, inc.
novato, CA
hercules adviser llc
san mateo, CA
heritage wealth management, inc.
san diego, CA
heron finance
san francisco, CA
hesen & haslam
woodland hills, CA
hff fund manager, llc
sausalito, 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.