Belmont, CA Financial Advisors and Resources

Financial Advisor Firms in Belmont, CA



(650) 486-0508

1301 Shoreway Road
Suite 350
Belmont, CA 94002

SEC#: 801-88219
Years in Business: 6 years

How Retirement-Friendly is Belmont, CA?

  • Population: 27,097
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $1548,600
  • Average Monthly Housing Cost: $2,629
  • Average Household Income: $201,232
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)

Belmont, CA Financial Advisor FAQs

In general, financial advisors are paid as either a flat fee or as a percentage of assets they manage on behalf of clients. The amount typically ranges from 1% - 5%. The lower rate applies when an advisor only provides advice and the higher one if they manage assets for you.
A financial advisor helps their clients make major or minor decisions about money. The initial meeting with the client is important because it's an opportunity for both parties to see if they're a good fit and to address any concerns.
Of course, you do. Financial advisors, especially those who are certified financial planners, can help you place your money in investments that suit your specific needs. For example, if you're saving for retirement but also have a child heading off to college soon or struggling to buy groceries, then the advisor may suggest different types of accounts that will meet both requirements.
It always pays to do some research and homework before you select a financial advisor. A good place to start is the website of the Financial Industry Regulatory Authority (FINRA).