Fiduciary Financial Advisors in Lafayette, CA

 

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a Financial Advisor in Lafayette, CA Help You?

A personal advisor can help you assess your overall financial health and create a plan for the future. Many people seek out advisors solely for this type of planning, which can be a huge benefit by itself. However, many advisors also offer more hands on and specific services, such as:

  • Tax planning
  • Retirement planning
  • Debt repayment
  • Increasing your credit score
  • Estate planning
  • investing

When most people think of a financial advisor, they imagine a person in a suit who they meet with regularly. This type of advisor is generally just called a “traditional” advisor. ALthough they offer the greatest level of personalization and control, they can also be quite expensive

Online only advisors and automated robo advisors are also great viable options. They offer less power than a traditional advisor, but are much less expensive and still beneficial.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Lafayette, CA

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Now you can explore what service is best for you.
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Top Financial Advisors Serving Lafayette, CA

The city of Lafayette is named after Marquis de Lafayette, a French military hero in the Revolutionary War. 

It has a Mediterranean climate that is consistent with the weather in northern California. 

Comprised of rolling, grassy hills and oak woodlands, Lafayette is a beautiful city, and one in which our advisors are proud to serve.

Financial advisors in Lafayette also serve in the following locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Lafayette, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.