Chico, CA Financial Advisors and Resources



Financial Advisor Firms in Chico, 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 Chico, CA?

  • Population: 94,529
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $342,300
  • Average Monthly Housing Cost: $1,162
  • Average Household Income: $76,118
  • 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.)


Chico, CA Financial Advisor FAQs

Ask for references from people whom you trust and people who have the experience of handling their own finances like you do. Talk to these individuals about their experiences with advisors they've worked with in the past and find out what works for them and what doesn't work for them before making an investment decision.
The best choice for a financial advisor is the one you feel most comfortable with. Financial advisors operate in many different sectors and will come from varied backgrounds, so take your time to find an advisor that fits your situation.
Most common fee structures include commissions, either on the products they sell or with upfront commissions that are bundled into the rate. These bundled rates might be higher than an hourly fee because you pay one lump sum for all of their time up front rather than per hour.
A financial advisor is someone who manages your investments, project savings goals, or retirement plan. A good financial advisor will set up an investment plan tailored to your needs and goals which includes appropriate risk management strategies. They're always well-versed in the risks associated with any type of investment so you know you're in good hands when it comes to these enormous decisions.