Find a Financial Advisor in Kentfield, CA

 

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

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We Only Work With The Best Kentfield 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 Kentfield, CA


  • Financial Advisor Close to Kentfield, 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 Kentfield, 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 Kentfield, CA

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

  • Population: 7,020
  • % of Population 62 Years and Over: 25.1%
  • Average Home Value: $1954,300
  • Average Monthly Housing Cost: $3,471
  • Average Household Income: $322,613
  • 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 Kentfield, CA

 

HOERTKORN RICHARD CHARLES

Website

(415) 482-8899

1112 Sir Francis Drake Blvd.

Kentfield, CA 94904

SEC#: 801-8374
Years in Business: 49 years

 


Kentfield, CA Financial Advisor FAQs

Research costs. If you want to know what a financial advisor typically charges, it will depend on your situation and the complexity of your investments.
A financial advisor can plug you into the resources and information necessary to help you reach your desired outcomes. They can also provide coaching and counsel on an ongoing basis to help reduce uncertainty in uncertain times.
The main questions you should ask your financial advisor are if they have a fiduciary responsibility to act in their clients' best interest and how the advisor is compensated.
Financial advisors get paid primarily with commissions, but there are other options such as fee-based and hourly.