Financial Advisors in California
Browse 2,667 financial advisors in California — page 44 of 56.
seaside wealth management, inc.
carlsbad, CA
second 50 financial
manhattan beach, CA
section 32, llc
palo alto, CA
section partners management, llc
palo alto, CA
secura financial
orange, CA
secure retirement financial & insurance services corp.
san ramon, CA
seek first inc.
campbell, CA
seia
los angeles, CA
seidler equity partners
marina del rey, CA
selby wealth management
emeryville, CA
seldon capital lp
san francisco, CA
select money management, inc.
los angeles, CA
selva ventures
los angeles, CA
sempervirens ventures llc
san mateo, CA
seneca private wealth, llc
los angeles, CA
sentinel dome partners, llc
burlingame, CA
sentinel global
san francisco, CA
sentry advisors, llc
san francisco, CA
sepulveda management llc
los angeles, CA
sequoia capital operations, llc
menlo park, CA
ser capital partners management, lp
redwood city, CA
serent capital management company, l.l.c.
san francisco, CA
serenus wealth advisors, llc
santa monica, CA
series x capital
san francisco, CA
sestante family office
coronado, CA
seven post investment office lp
san francisco, CA
seven stars ventures management, llc
san francisco, CA
sf equity partners management, llc
san francisco, CA
sfe investment counsel inc.
los angeles, CA
shah wealth advisors
chino hills, CA
shakti capital, llc
san francisco, CA
shamrock capital advisors, llc
los angeles, CA
shangbay capital management company, llc
palo alto, CA
sharper & granite llc
el segundo, CA
shepherd street advisors
larkspur, CA
sherman asset management, inc.
ventura, CA
sherwood financial partners, llc
westlake village, CA
shi sanchez capital management llc
newport beach, CA
shield capital, llc
burlingame, CA
shima capital management llc
irvine, CA
shira ridge wealth management
san rafael, CA
shorecliff asset management company llc
newport beach, CA
shorenstein investment advisers llc
san francisco, CA
shorewind capital llc
san francisco, CA
shrier wealth management, llc
los angeles, CA
shum financial group, inc.
alameda, CA
shuster advisory group, llc
pasadena, CA
shv management, llc
long beach, 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.