Los Altos, CA Financial Advisors and Resources



Financial Advisor Firms in Los Altos, CA


CHANGING PARAMETERS, LLC

Website

(650) 327-7705

201 Main Street
Suite 150
Los Altos, CA 94022

SEC#: 801-63495
Years in Business: 17 years

THREE BELL CAPITAL LLC

Website

(650) 843-9836

4 Main Street
Suite 230
Los Altos, CA 94022

SEC#: 801-79156
Years in Business: 7 years

JOHNSON LYMAN WEALTH ADVISORS

Website

(650) 494-2733

4966 El Camino Real
Suite 109
Los Altos, CA 94022

SEC#: 801-70139
Years in Business: 12 years

RILEY FRIEDMAN ASSET MANAGEMENT

Website

(650) 988-1088

4984 El Camino Real, Suite 101

Los Altos, CA 94022

SEC#: 801-72721
Years in Business: 10 years

STRATEGY CAPITAL LLC

Website

(650) 917-8700

1 First Street
Suite 13
Los Altos, CA 94022

SEC#: 801-114124
Years in Business: 3 years

CERITY PARTNERS LLC

Website

(650) 949-2221

779 Altos Oaks Drive

Los Altos, CA 94024

SEC#: 801-70719
Years in Business: 12 years

INVESCO ADVISERS, INC.

Website

(713) 626-1919

5151 El Camino Real
Suite B16
Los Altos, CA 94022

SEC#: 801-33949
Years in Business: 32 years

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Website

(650) 964-7024

4300 El Camino Real
Suite 205
Los Altos, CA 94022

SEC#: 801-64376
Years in Business: 16 years

FAMILY CFO INC

Website

(650) 218-3551

4966 El Camino Real, Suite 227

Los Altos, CA 94022

SEC#: 801-112616
Years in Business: 3 years


How Retirement-Friendly is Los Altos, CA?

  • Population: 30,504
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $3,487
  • Average Household Income: $326,456
  • 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.)


Los Altos, CA Financial Advisor FAQs

For a fee-only advisor, the fee is going to be a percentage of assets under management. They may offer other products as part of their service for sale or as a commission based on those products they sell, but this is typically not the only way they're compensated.
Financial advisors can be found in many industries such as tax preparation, real estate professionals, and lawyers.
Typically, you will want to look for an advisor that is either certified or experienced in the field. Both are vitally important to make sure you are getting sound advice tailored to your specific needs. Some important issues of concern include the fees charged by the advisor, whether they have any current legal issues against them, and their level of experience in helping clients with similar circumstances.
A good reason for finding a financial advisor is if you know exactly what you want but don’t know who can offer it or how to get started on pursuing it.