Find a Financial Advisor in Chico, CA

 

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We did the hard work of finding trustworthy partners in Chico, CA.

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We Only Work With The Best Chico Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Chico, CA


  • Financial Advisor Close to Chico, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Chico, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chico, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Chico financial advisors.
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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.)



The Top 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

 


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.