Find a Financial Advisor in Indian Wells, CA

 

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

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We Only Work With The Best Indian Wells 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 Indian Wells, CA


  • Financial Advisor Close to Indian Wells, 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 Indian Wells, 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 Indian Wells, CA

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

  • Population: 5,370
  • % of Population 62 Years and Over: 66.7%
  • Average Home Value: $694,400
  • Average Monthly Housing Cost: $1,723
  • Average Household Income: $204,735
  • 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 Indian Wells, CA

 

M PREMIER PARTNERS

Website

(442) 274-5300

74-900 Highway 111, Suite 112

Indian Wells, CA 92210

SEC#: 801-110827
Years in Business: 4 years

DST WEALTH MANAGEMENT LLC

Website

(760) 340-1448

45110 Club Drive
Suite B
Indian Wells, CA 92210

SEC#: 801-118242
Years in Business: 1 years

FIRST FOUNDATION ADVISORS

Website

(760) 340-7595

74-850 Highway 111

Indian Wells, CA 92210

SEC#: 801-35973
Years in Business: 31 years

COOPER FINANCIAL GROUP

Website

(760) 341-8932

74-760 Highway 111
Suite 202
Indian Wells, CA 92210

SEC#: 801-61944
Years in Business: 18 years

PRIVATE ASSET MANAGEMENT INC

Website

(760) 836-1126

74-785 Highway 111
Suite 202
Indian Wells, CA 92210

SEC#: 801-42832
Years in Business: 28 years

FIRST FOUNDATION ADVISORS

Website

(760) 340-7595

74-850 Highway 111

Indian Wells, CA 92210

SEC#: 801-35973
Years in Business: 31 years

COOPER FINANCIAL GROUP

Website

(760) 341-8932

74-760 Highway 111
Suite 202
Indian Wells, CA 92210

SEC#: 801-61944
Years in Business: 18 years

COOPER FINANCIAL GROUP

Website

(760) 341-8932

74-760 Highway 111
Suite 202
Indian Wells, CA 92210

SEC#: 801-61944
Years in Business: 18 years

COOPER FINANCIAL GROUP

Website

(760) 341-8932

74-760 Highway 111
Suite 202
Indian Wells, CA 92210

SEC#: 801-61944
Years in Business: 18 years

 


Indian Wells, CA Financial Advisor FAQs

There are many factors that go into choosing a good financial advisor but at the end of the day, you'll need to decide if this person will put your interests first before their own. You want someone who has an established history of helping others achieve their goals and someone who is trustworthy.
Financial advisors are paid in various ways, depending on the services they offer. For example, fee-only advisors typically charge clients by the hour for advice and asset management. They can also work with clients to establish an annual retainer fee that is charged monthly or quarterly.
Yes. It's always better to have someone who has studied finance as they can better advise you in these crucial matters.
A financial advisor acquires and analyzes information relevant to the client's financial situation and goals. They plan a strategy that will help clients achieve those goals effectively.