Find a Financial Advisor in Fair Oaks, CA

 

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

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We Only Work With The Best Fair Oaks 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 Fair Oaks, CA


  • Financial Advisor Close to Fair Oaks, 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 Fair Oaks, 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 Fair Oaks, CA

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

  • Population: 31,032
  • % of Population 62 Years and Over: 27.1%
  • Average Home Value: $486,200
  • Average Monthly Housing Cost: $1,593
  • Average Household Income: $120,580
  • 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 Fair Oaks, CA

 

MARK GILLAM ENTERPRISES

Website

(916) 961-2200

8008 Sacramento Street

Fair Oaks, CA 95628

SEC#: 801-60067
Years in Business: 20 years

CROWN CAPITAL SECURITIES, L.P.

Website

(916) 863-7862

8080 Madison Ave.
Ste. 102A
Fair Oaks, CA 95628

SEC#: 801-57663
Years in Business: 21 years

CCG ASSET MANAGEMENT, LLC

Website

(775) 622-4250

7361 Robin Road

Fair Oaks, CA 95628

SEC#: 801-77640
Years in Business: 8 years

CCG ASSET MANAGEMENT, LLC

Website

(775) 622-4250

7361 Robin Road

Fair Oaks, CA 95628

SEC#: 801-77640
Years in Business: 8 years

CROWN CAPITAL SECURITIES, L.P.

Website

(916) 863-7862

8080 Madison Ave.
Ste. 102A
Fair Oaks, CA 95628

SEC#: 801-57663
Years in Business: 21 years

 


Fair Oaks, CA Financial Advisor FAQs

You should hire an advisor if you do not have enough time or knowledge to purchase good low-cost investments on your own or a properly diversified portfolio that matches your goals and time horizon.
Ask about his/her credentials, fee structure, and past engagements with clients.
Financial advisors are typically compensated through commissions, hourly fees, or a combination of the two.
If you are not sure how to save for retirement, need investments or life insurance, or have estate planning questions, it is time to consider a financial advisor. The complexity of the financial world leads us back to the idea of having a professional to consult with from time-to-time.