
Find a Financial Advisor in Concord, CA
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We did the hard work of finding trustworthy partners in Concord, CA.
We Only Work With The Best Concord Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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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 Concord, CA
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Financial Advisor Close to Concord, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Concord, 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
Find a Fee-Only Financial Planner Near Concord, CA
We evaluated over 13,000 RIA firms to bring you the best of the best Concord financial advisors.
How Retirement-Friendly is Concord, CA?
- Population: 129,183
- % of Population 62 Years and Over: 18.6%
- Average Home Value: $569,400
- Average Monthly Housing Cost: $1,844
- Average Household Income: $107,211
- 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.)
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The Top Financial Advisor Firms in Concord, CA
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
(805) 879-95362300 Clayton Road, Suite 300
Concord, CA 94520
SEC#: 801-111879
Years in Business: 4 years
ASSETMARK, INC.
(800) 664-53451655 Grant Street
10th Floor
Concord, CA 94520
SEC#: 801-56323
Years in Business: 23 years
STRATEGIC WEALTH ADVISORS GROUP, LLC
(925) 671-24001220 Diamond Way
Suite 260
Concord, CA 94520
SEC#: 801-107913
Years in Business: 5 years
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
(415) 655-55001431 David Avenue
Suite 2A
Concord, CA 94518
SEC#: 801-113281
Years in Business: 4 years
CETERA ADVISOR NETWORKS LLC
(925) 944-96441390 Willow Pass Rd, Suite 900
Concord, CA 94520
SEC#: 801-47342
Years in Business: 27 years
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
(415) 655-55001431 David Avenue
Suite 2A
Concord, CA 94518
SEC#: 801-113281
Years in Business: 4 years
PRIME CAPITAL INVESTMENT ADVISORS, LLC
(952) 609-53261390 Willow Pass Rd
Suite #800
Concord, CA 94520
SEC#: 801-110709
Years in Business: 4 years
STRATEGIC WEALTH ADVISORS GROUP, LLC
(925) 671-24001220 Diamond Way
Suite 260
Concord, CA 94520
SEC#: 801-107913
Years in Business: 5 years
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
(925) 798-84551390 Willow Pass Road
Ste 1040
Concord, CA 94520
SEC#: 801-61332
Years in Business: 19 years
Concord, CA Financial Advisor FAQs
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