Find a Financial Advisor in Lafayette, CA

 

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

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We Only Work With The Best Lafayette 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 Lafayette, CA


  • Financial Advisor Close to Lafayette, 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 Lafayette, 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 Lafayette, CA

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

  • Population: 26,305
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $1430,400
  • Average Monthly Housing Cost: $2,796
  • Average Household Income: $250,550
  • 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 Lafayette, CA

 

JURIKA, MILLS & KEIFER, LLC

Website

(415) 677-5430

3595 Mount Diablo Blvd
Suite 300
Lafayette, CA 94549

SEC#: 801-112830
Years in Business: 3 years

GIFFORD FONG ASSOCIATES

Website

(925) 299-7800

3658 Mt. Diablo Blvd.
Suite 200
Lafayette, CA 94549

SEC#: 801-67534
Years in Business: 14 years

WALLACE ADVISORY GROUP, LLC

Website

(925) 284-6880

3658 Mount Diablo Boulevard
Suite 225
Lafayette, CA 94549

SEC#: 801-106666
Years in Business: 6 years

GEBHARDT GROUP, INC

Website

(925) 283-9150

3470 Mt. Diablo Boulevard
Suite A210
Lafayette, CA 94549

SEC#: 801-80379
Years in Business: 7 years

HC FINANCIAL ADVISORS INC

Website

(925) 299-1800

3685 Mt. Diablo Blvd., Suite 200

Lafayette, CA 94549

SEC#: 801-26182
Years in Business: 35 years

CONCENTRIC WEALTH MANAGEMENT LLC

Website

(925) 962-1100

251 Lafayette Circle
Suite 200
Lafayette, CA 94549

SEC#: 801-68940
Years in Business: 13 years

CAPITAL ADVANTAGE, INC.

Website

(925) 299-1500

3470 Mt Diablo Blvd. Ste A215

Lafayette, CA 94549

SEC#: 801-55896
Years in Business: 23 years

GARNER FINANCIAL MANAGEMENT

Website

(925) 282-5500

3620 Happy Valley Road
Suite 103
Lafayette, CA 94549

SEC#: 801-79008
Years in Business: 7 years

LEWIS ASSET MANAGEMENT

Website

(925) 284-4033

3559 Mt. Diablo Boulevard
Suite 202
Lafayette, CA 94549

SEC#: 801-119399
Years in Business: 1 years

 


Lafayette, CA Financial Advisor FAQs

Financial advisors are typically specialized in one or more areas related to finance including estate planning, retirement planning, retirement distribution tax strategy, charitable giving strategy and risk management.
Ask them if they have a fiduciary responsibility. Ask them if their investment philosophy is specifically tailored to your needs and risk tolerance.
A financial advisor can evaluate your assets and identify areas for saving,
Choosing an advisor is a personal decision. First, you should select two or three advisors whose credentials match your needs set out below--if one of them makes you uncomfortable for any reason, forget about the other criteria and move on to another prospect. After you've narrowed down your list to two or three names that meet your criteria, interview each of them. You can then choose whom to sign with based upon personality fit and fee structure--keep in mind that nobody will be able to offer everything under the sun, so pick an advisor who offers slightly less than what you want if it means they'll cover the rest more diligently.