Campbell, CA Financial Advisors and Resources



Financial Advisor Firms in Campbell, CA


PRUNEYARD FINANCIAL GROUP, INC.

Website

(408) 377-4444

900 East Hamilton Avenue
Suite 210
Campbell, CA 95008

SEC#: 801-60693
Years in Business: 19 years

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Website

(408) 377-7414

901 Campisi Way
Suite 140
Campbell, CA 95008

SEC#: 801-113885
Years in Business: 3 years

JOHANSON FINANCIAL ADVISORS, INC.

Website

(408) 404-0009

2105 S. Bascom Avenue
Suite 255
Campbell, CA 95008

SEC#: 801-79190
Years in Business: 7 years

KAIZEN FINANCIAL STRATEGIES, LLC

Website

(408) 819-9010

2105 South Bascom Ave, Suite 295

Campbell, CA 95008

SEC#: 801-114234
Years in Business: 2 years

WADE FINANCIAL ADVISORY, INC.

Website

(408) 369-7399

2105 S. Bascom Avenue
Suite 110
Campbell, CA 95008

SEC#: 801-113201
Years in Business: 3 years

FOUNDERS CIRCLE CAPITAL, LLC

Website

(415) 299-8311

1999 S. Bascom Avenue
Suite 700
Campbell, CA 95008

SEC#: 801-80050
Years in Business: 7 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 356-8690

900 E. Hamilton
Suite 100
Campbell, CA 95008

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 471-8460

909 Apricot Ave
Unit G
Campbell, CA 95008

SEC#: 801-107913
Years in Business: 5 years

PLANMEMBER SECURITIES CORPORATION

Website

(408) 978-1000

595 Millich Drive
Suite 100
Campbell, CA 95008

SEC#: 801-39177
Years in Business: 30 years


How Retirement-Friendly is Campbell, CA?

  • Population: 42,221
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $1092,400
  • Average Monthly Housing Cost: $2,388
  • Average Household Income: $157,472
  • 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.)


Campbell, CA Financial Advisor FAQs

The need for a financial advisor can depend on your circumstances. For those who want professional and personal guidance and plan to take the long-term approach, then it is very much worth considering hiring or consulting an investment professional.
Make sure that when choosing a financial advisor, they offer unbiased advice and aren't pushing their own products.
The majority of advisers are paid through contract or commission. Contract advisers get paid by receiving a flat-rate fee every year, typically totaling 1% of the amount invested. Commission based advisors (brokers) receive commission fees on each trade, usually just 3%.
The cost they charge will depend on what you agree with them in the contract, if they are charging hourly rates or fees, how much work you want done, and whether they are full-time or part-time.