Find a Financial Advisor in Escondido, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Escondido 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 Escondido, CA


  • Financial Advisor Close to Escondido, 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 Escondido, 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 Escondido, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Escondido financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Escondido, CA?

  • Population: 151,300
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $465,500
  • Average Monthly Housing Cost: $1,574
  • Average Household Income: $84,416
  • 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 Escondido, CA

 

TRI-AD CAPITAL MANAGEMENT, INC.

Website

(760) 743-7555

221 W Crest Street, Suite 300

Escondido, CA 92025

SEC#: 801-108470
Years in Business: 5 years

MKT ADVISORS LLC

Website

(760) 658-8780

900 Canterbury Place Suite 340

Escondido, CA 92025

SEC#: 801-76469
Years in Business: 9 years

CENTER STREET ADVISORS, INC.

Website

(760) 466-8047

500 La Terraza Blvd
Suite 150
Escondido, CA 92025

SEC#: 801-80344
Years in Business: 6 years

INDEPENDENT FINANCIAL GROUP, LLC

Website

(760) 466-2000

613 W. Valley Parkway
Suite 305
Escondido, CA 92025

SEC#: 801-62667
Years in Business: 17 years

CENTER STREET ADVISORS, INC.

Website

(760) 466-8047

500 La Terraza Blvd
Suite 150
Escondido, CA 92025

SEC#: 801-80344
Years in Business: 6 years

 


Escondido, CA Financial Advisor FAQs

Ask if he/she is certified by the Financial Industry Regulatory Authority (FINRA). Also ask about his/her qualifications.
Most financial advisors come in at around $100-200 per hour. Generally though, a financial advisor's cost depends on many factors such as level of experience, services offered, and certifications held.
A good financial advisor needs to have a combination of knowledge and skills in order to successfully help you with your finances. This includes an understanding of investments, the ins and outs of the stock market, providing a sound financial plan for your future, as well as being honest and trustworthy so that you feel comfortable discussing personal matters with them.
It is valuable to have a financial advisor. Most people do not realize this, and many get overwhelmed by the thought of having to make decisions for their financial future.