Financial Advisors in California
Browse 2,667 financial advisors in California — page 26 of 56.
illumen capital management, llc
oakland, CA
illumina ventures
foster city, CA
illuminate ventures
St. Helena, CA
illumination wealth management
san diego, CA
im global partner fund management llc
el segundo, CA
immad akhund ventures management, llc
san francisco, CA
impact america management, llc
irvine, CA
impact fiduciary llc
pasadena, CA
impact investment adviser llc
san francisco, CA
impact investors
san francisco, CA
inceptiv
culver city, CA
include venture partners management, llc
san francisco, CA
inclusive capital partners, l.p.
san francisco, CA
incrementum capital partners llc
la jolla, CA
independent financial group, llc
san diego, CA
index fund advisors, inc.
irvine, CA
industry ventures
san francisco, CA
infanger investment technology, llc
mountain view, CA
infinity financial services advisory
oakland, CA
inflection capital management, llc
san francisco, CA
informed ventures advisors, llc
menlo park, CA
initialized capital management, llc
san francisco, CA
innovation endeavors iii advisers llc
palo alto, CA
innovation endeavors iv advisers llc
palo alto, CA
innovation endeavors management company, llc
palo alto, CA
innovius capital management, llc
san francisco, CA
inri
mountain view, CA
insight advisors, llc
los angeles, CA
insight capital management
concord, CA
insight investment counsel
el segundo, CA
insight wealth strategies, llc
san ramon, CA
insights investments
palo alto, CA
insignia capital group, l.p.
walnut creek, CA
inspiration venture partners
san francisco, CA
institutional venture management xiv, llc
menlo park, CA
institutional venture management xv, llc
menlo park, CA
institutional venture management xvi, llc
menlo park, CA
institutional venture management xvii, llc
menlo park, CA
institutional venture management xviii, llc
menlo park, CA
integral wealth management
turlock, CA
integrated capital management
los angeles, CA
integris wealth management, llc
monterey, CA
integrity growth partners, l.p.
los angeles, CA
integrity wealth advisors, llc
ventura, CA
integrity wealth partners, llc
walnut creek, CA
intellectus partners, llc
san francisco, CA
intelligence driven advisers, llc
carlsbad, CA
interlagos capital, llc
el segundo, 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.