Foster City, CA Financial Advisors and Resources



Financial Advisor Firms in Foster City, CA


KNUFF & COMPANY LLC

Website

(650) 832-9010

950 Tower Lane
Suite 1525
Foster City, CA 94404

SEC#: 801-113925
Years in Business: 3 years

BAILARD, INC.

Website

(650) 571-5800

950 Tower Ln
Ste 1900
Foster City, CA 94404

SEC#: 801-8562
Years in Business: 49 years

NEUMANN CAPITAL MANAGEMENT

Website

(650) 548-9200

303 Vintage Park Drive, Suite 100

Foster City, CA 94404

SEC#: 801-41001
Years in Business: 29 years

SUMMITRY, LLC

Website

(650) 212-2240

919 Hillsdale Blvd.
Suite 150
Foster City, CA 94404

SEC#: 801-62398
Years in Business: 18 years

IEQ CAPITAL, LLC

Website

(650) 581-9807

950 Tower Lane
Suite 1800
Foster City, CA 94404

SEC#: 801-115278
Years in Business: 2 years

AMERICAN INFRASTRUCTURE FUNDS, LLC

Website

(650) 854-6000

950 Tower Lane
Suite 800
Foster City, CA 94404

SEC#: 801-74025
Years in Business: 9 years

BERTRAM CAPITAL MANAGEMENT LLC

Website

(650) 358-5000

950 Tower Lane
Suite 1000
Foster City, CA 94404

SEC#: 801-73550
Years in Business: 9 years

NIPUN CAPITAL, L.P.

Website

(650) 265-4666

950 Tower Lane
Suite 1725
Foster City, CA 94404

SEC#: 801-78276
Years in Business: 8 years

KINGFISH CAPITAL PARTNERS LLC

Website

(650) 980-0200

950 Tower Lane
Suite 925
Foster City, CA 94404

SEC#: 801-118592
Years in Business: 1 years


How Retirement-Friendly is Foster City, CA?

  • Population: 33,997
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $1244,700
  • Average Monthly Housing Cost: $3,117
  • Average Household Income: $185,716
  • 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.)


Foster City, CA Financial Advisor FAQs

A financial advisor helps people plan for their futures. The need for a financial advisor is identical to the need for a personal trainer. You may know that you need to exercise more and eat healthier, but it's difficult on your own to make those lifestyle changes on your own. The same goes with money management—it's not easy without professional help from an advisor.
When you call to set up an appointment with a financial advisor, these are the most important questions to ask. You need to find out if they will work with someone who doesn't have any money. What's your fee structure? Most charge either flat fees or commissions.
If you want to be in control of your money, then yes. You need a financial advisor to help you.
A financial advisor can cost anywhere from $25-$4000. The higher-fee advisors often provide their clients with more personalized service and they also have higher investment minimums.