Marin County, CA Financial Advisors and Resources



Financial Advisor Firms in Marin County, CA


SHERIDAN CAPITAL MANAGEMENT, LLC

Website

(415) 694-2076

6 Mt. Tenaya Court

San Rafael, CA 94903

SEC#: 801-72189
Years in Business: 10 years

FARADAY CAPITAL, L.P.

Website

(415) 747-8203

77 Mark Drive
Suite 22
San Rafael, CA 94903

SEC#: 801-119890
Years in Business: 0 years

RPA FINANCIAL, LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B60
San Rafael, CA 94903

SEC#: 801-113540
Years in Business: 3 years

POLARIS EQUITY MANAGEMENT, INC.

Website

(415) 263-5600

824 E Street

San Rafael, CA 94901

SEC#: 801-114092
Years in Business: 3 years

MARIN WEALTH ADVISORS LLC

Website

(415) 458-5880

899 Northgate Dr., Suite 300

San Rafael, CA 94903

SEC#: 801-113162
Years in Business: 3 years

SPECTRUM FINANCIAL MANAGEMENT

Website

(415) 472-7300

899 Northgate Drive
Suite 305
San Rafael, CA 94903

SEC#: 801-62255
Years in Business: 18 years

OHANA ADVISORS

Website

(415) 226-4710

101 Lucas Valley
Suite 202
San Rafael, CA 94903

SEC#: 801-75431
Years in Business: 9 years

O'DONNELL FINANCIAL SERVICES, LLC

Website

(415) 758-6331

1101 Fifth Ave.
Suite 150
San Rafael, CA 94901

SEC#: 801-110717
Years in Business: 4 years

GLOBAL RETIREMENT PARTNERS LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B-60
San Rafael, CA 94903

SEC#: 801-80074
Years in Business: 7 years


How Retirement-Friendly is Marin County, CA?

  • Population: 259,943
  • % of Population 62 Years and Over: 26%
  • Average Home Value: $1014,300
  • Average Monthly Housing Cost: $2,412
  • Average Household Income: $176,019
  • 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.)


Marin County, CA Financial Advisor FAQs

Financial advisors get paid by charging a fee, usually based on the size of the asset under management and the length of time they will be managing it.
Your best bet is to research your options, and use the internet. The internet allows you to see for how long they've been qualified, what their credentials are.
A financial advisor, also known as a personal finance professional, advises clients on a range of financial matters including how to invest their assets, plan for retirement and achieve optimum wealth.
The first and most important step in finding a financial advisor is to find out the registration status, the education of all advisors on staff, what services they offer and fees charged. The next step is to meet with an advisor for at least 10 minutes, preferably more like 15-20 minutes, to make sure you feel comfortable with him or her as well as them understanding your goals. The next step would be to ask three references about how satisfied they are with their service. And finally if you are buying stocks it's very important that your chosen advisor has experience in the industry since knowledge really does help significantly in this matter.