Butte County, CA Financial Advisors and Resources



Financial Advisor Firms in Butte County, CA


SPELTS WEALTH MANAGEMENT, INC

Website

(530) 891-0717

901 Bruce Road
Suite 160
Chico, CA 95928

SEC#: 801-96318
Years in Business: 6 years

KORNERSTONE, INC.

Website

(855) 343-4015

1811 Concord Ave.
Suite 130
Chico, CA 95928

SEC#: 801-112845
Years in Business: 3 years

SWEENEY & MICHEL, LLC

Website

(530) 487-1777

196 Cohasset Road
Suite 100
Chico, CA 95926

SEC#: 801-113350
Years in Business: 3 years

THE O'DONNELL GROUP

Website

(530) 564-0960

2571 California Park Dr., Ste. 130

Chico, CA 95928

SEC#: 801-107763
Years in Business: 5 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(530) 891-1133

901 Bruce Road
Suite 280
Chico, CA 95928

SEC#: 801-10746
Years in Business: 46 years

INSPIRE ADVISORS, LLC

Website

(877) 658-9473

167 Via Mission Dr

Chico, CA 95928

SEC#: 801-114673
Years in Business: 2 years

INTEGRATED ADVISORS NETWORK LLC

Website

(530) 895-0536

40 Philadelphia Drive
Suite 101
Chico, CA 95973

SEC#: 801-96203
Years in Business: 6 years

WCG WEALTH ADVISORS, LLC

Website

(530) 894-2244

2111 Forest Avenue

Chico, CA 95928

SEC#: 801-80386
Years in Business: 7 years

INTEGRATED ADVISORS NETWORK LLC

Website

(530) 895-0536

40 Philadelphia Drive
Suite 101
Chico, CA 95973

SEC#: 801-96203
Years in Business: 6 years


How Retirement-Friendly is Butte County, CA?

  • Population: 225,817
  • % of Population 62 Years and Over: 22%
  • Average Home Value: $294,100
  • Average Monthly Housing Cost: $1,061
  • Average Household Income: $75,746
  • 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.)


Butte County, CA Financial Advisor FAQs

A financial advisor helps the client put together a plan that meets their current and future needs. From learning about clients’ desires and needs to studying trends, generating forecasts, financial advisors apply this knowledge to create strategies suited for each individual's situation.
It's a good idea to work with someone who is fiduciary. Ultimately, you should find a financial advisor that makes you feel comfortable and will make your interests their priority.
Financial advisors get paid through a retainer fee, hourly rate, or a percentage of assets under management.
The first question a client should ask a financial advisor before they work together is Are you fiduciary? This will reassure you that the advisor commits to work in your best interests.