Fairfield, CA Financial Advisors and Resources



Financial Advisor Firms in Fairfield, CA


SOLANO WEALTH MANAGEMENT, INC.

Website

(707) 435-8400

1300 Oliver Road
#210
Fairfield, CA 94534

SEC#: 801-110665
Years in Business: 4 years

EPSILON FINANCIAL GROUP, INC.

Website

(707) 428-5500

2801 Waterman Blvd., Suite 250

Fairfield, CA 94534

SEC#: 801-62454
Years in Business: 18 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

FIRST ADVISORS NATIONAL, LLC

Website

(185) 532-7427

4600 Avondale Circle

Fairfield, CA 94533

SEC#: 801-77440
Years in Business: 8 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

SORRENTO PACIFIC FINANCIAL, LLC

Website

(800) 848-1088

4550 Mangels Blvd.
Westamerica Bank
Fairfield, CA 94534

SEC#: 801-70354
Years in Business: 12 years

FIRST ADVISORS NATIONAL, LLC

Website

(185) 532-7427

4600 Avondale Circle

Fairfield, CA 94533

SEC#: 801-77440
Years in Business: 8 years


How Retirement-Friendly is Fairfield, CA?

  • Population: 115,282
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $425,500
  • Average Monthly Housing Cost: $1,758
  • Average Household Income: $106,406
  • 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.)


Fairfield, CA Financial Advisor FAQs

Although you don't need a financial advisor to make the most of your 401(k), it's not a bad idea to consider hiring one. Financial advisors make it their job to help their clients invest and save without needing an advanced degree. They do this by doing research, managing your investments, setting up investment plans, and giving you advice on important money decisions like retirement and mortgages.
Financial advisors help their clients select investments that best suit their needs. They have a number of responsibilities, including researching and recommending different types of securities to invest in or sell from, as well as planning the best way to manage portfolios. In addition, they serve as a valuable resource for any general financial questions that may arise.
Financial advisors typically get paid through the fee-based method known as AUM. The advisor's firm establishes an agreement to charge a certain percentage of total assets under management, typically ranging from 0.5% to 1.0%.
There are a lot of aspects to a financial advisor. The first is if the advisor charges a fee, or gets paid based on profits from the investments. Different levels of commissions and how transparent they are about those commissions is also an aspect that should be vetted before deciding on who you would like as your financial advisor. Finally, it's important to research their background by verifying that they have been licensed or registered with relevant government bodies for enough time that they can't return money if things go wrong in the future. It's best not to take any chances when it comes to your finances.