Find a Financial Advisor in El Cerrito, CA

 

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

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We Only Work With The Best El Cerrito 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 El Cerrito, CA


  • Financial Advisor Close to El Cerrito, 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 El Cerrito, 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 El Cerrito, CA

We evaluated over 13,000 RIA firms to bring you the best of the best El Cerrito financial advisors.
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How Retirement-Friendly is El Cerrito, CA?

  • Population: 25,398
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $817,800
  • Average Monthly Housing Cost: $2,066
  • Average Household Income: $140,298
  • 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 El Cerrito, CA

 

TRUENOTE INVESTMENT ADVISORS, INC.

Website

(510) 235-1046

6333 Potrero Avenue

El Cerrito, CA 94530

SEC#: 801-81117
Years in Business: 6 years

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Website

(650) 276-7962

5667 Jordan Avenue

El Cerrito, CA 94530

SEC#: 801-80973
Years in Business: 6 years

BANCWEST INVESTMENT SERVICES, INC.

Website

(510) 235-2980

11100 San Pablo Ave

El Cerrito, CA 94530

SEC#: 801-71300
Years in Business: 11 years

 


El Cerrito, CA Financial Advisor FAQs

The best way to find a financial advisor is by looking for someone who offers personalized, comprehensive services. Since all advisors are different with their own expertise, you should look for someone who can provide more than just investing advice.
The range of financial advisors with varying levels of service varies greatly. Do not be surprised if their fee for managing your portfolio is in the ballpark of 1% to 3%. There also vary amounts of the fees you are charged, depending on the size and type of assets that they are managing.
A financial advisor provides confidential personalized advice and assistance in managing one's assets toward a desired goal, such as generating income.
You may want to ask questions about fees, diversification, types of investing that are allowed (stocks, bonds, etc), time horizon for your investing goals. You may want to know what their experience is or if they have an asset allocation already composed.