Find a Financial Planner in Larkspur, CA

 

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We Only Work With The Best Larkspur 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 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 Larkspur, CA


  • Financial Advisor Close to Larkspur, 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 CFP® in Larkspur Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Larkspur area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Larkspur typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
29.6% of Larkspur's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Larkspur area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Larkspur area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Larkspur area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Larkspur area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Larkspur area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Larkspur area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Larkspur, 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 Larkspur, CA

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

  • Population: 12,319
  • % of Population 62 Years and Over: 29.6%
  • Average Home Value: $1411,500
  • Average Monthly Housing Cost: $2,311
  • Average Household Income: $177,814
  • 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 Larkspur, CA


SEAFARER CAPITAL PARTNERS, LLC

Website

(415) 578-9080

1100 Larkspur Landing Circle
Suite 375
Larkspur, CA 94939

SEC#: 801-72898
Years in Business: 9 years

HUTCHINSON CAPITAL MANAGEMENT

Website

(415) 464-5650

700 Larkspur Landing Circle
Suite 126
Larkspur, CA 94939

SEC#: 801-48519
Years in Business: 26 years

PMB ADVISORS

Website

(415) 336-5501

101 Larkspur Landing Circle
Suite 215
Larkspur, CA 94939

SEC#: 801-118214
Years in Business: 1 years

PORTICO WEALTH ADVISORS, LLC

Website

(415) 925-8700

17 E. Sir Francis Drake Blvd.
Suite 218
Larkspur, CA 94939

SEC#: 801-95174
Years in Business: 6 years

TITUS WEALTH MANAGEMENT

Website

(415) 461-4800

700 Larkspur Landing Circle
Suite 109
Larkspur, CA 94939

SEC#: 801-80628
Years in Business: 6 years

RAUB BROCK CAPITAL MANAGEMENT, LP

Website

(415) 927-6990

700 Larkspur Landing Circle
Suite 240
Larkspur, CA 94939

SEC#: 801-71732
Years in Business: 10 years

MARIN FINANCIAL ADVISORS LLC

Website

(415) 925-1212

80 East Sir Francis Drake Blvd
Suite 1A
Larkspur, CA 94939

SEC#: 801-65355
Years in Business: 15 years

MERITAS WEALTH MANAGEMENT, LLC

Website

(415) 300-4560

100 Larkspur Landing Circle
Ste. 110
Larkspur, CA 94939

SEC#: 801-69687
Years in Business: 12 years

PRIVATE CAPITAL MANAGEMENT, INC.

Website

(415) 464-9700

100 Larkspur Landing Circle
Suite 112
Larkspur, CA 94939

SEC#: 801-61180
Years in Business: 18 years

TESSARA FINANCIAL ADVISORS, INC.

Website

(415) 925-1100

100 Larkspur Landing Circle
Suite 200
Larkspur, CA 94939

SEC#: 801-118106
Years in Business: 1 years