Find a Financial Advisor in Lake Forest, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Lake Forest 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 Lake Forest, CA


  • Financial Advisor Close to Lake Forest, 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 Lake Forest, 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 Lake Forest, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Lake Forest financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Lake Forest, CA?

  • Population: 83,974
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $658,700
  • Average Monthly Housing Cost: $2,182
  • Average Household Income: $134,490
  • 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 Lake Forest, CA

 

G.W. SHERWOLD ASSOCIATES, INC.

Website

(949) 470-0700

22994 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-118949
Years in Business: 1 years

HAUSSMANN FINANCIAL INC.

Website

(949) 250-4973

23201 Lake Center Drive
#300
Lake Forest, CA 92630

SEC#: 801-72313
Years in Business: 10 years

ROYAL FUND MANAGEMENT, LLC

Website

(949) 215-7880

22942 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(949) 215-7880

22942 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(949) 215-7880

22942 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(949) 215-7880

22942 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(949) 215-7880

22942 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-77918
Years in Business: 8 years

SUMNICHT & ASSOCIATES, LLC

Website

(920) 257-5169

25221 Calle Madrid

Lake Forest, CA 92630

SEC#: 801-60309
Years in Business: 20 years

CROWN CAPITAL SECURITIES, L.P.

Website

(949) 472-9550

27 Orchard
Ste 102
Lake Forest, CA 92630

SEC#: 801-57663
Years in Business: 21 years

 


Lake Forest, CA Financial Advisor FAQs

Financial advisors manage the financial needs of their clients. Their work includes providing guidance on investing, insurance, retirement planning, and other finances.
Financial advisors are available at varying rates, depending on the service level plan your interested in. The cost to utilize a financial advisor also varies by size of company, business model, and certification which you should discuss with your chosen advisor.
Financial advisors can fill in pieces of your financial puzzle that you might not be aware of. For example, they deal with taxes and investments that may not be your strong suit or core competencies. As another example, the advisor helps you focus on long-term goals instead of short-term plans by providing a realistic view of what tomorrow will look like when it has been reached from today.
You can ask for referrals to financial advisors from friends, associates, or check with national organizations. If you find that none of your friends or associates have a financial advisor, there are many resources out there that may be able to lead you in the right direction as well as help you find someone who fits your needs, such as the National Association of Personal Financial Advisors.