Find a Financial Advisor in Modesto, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Modesto 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 Modesto, CA


  • Financial Advisor Close to Modesto, 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 Modesto, 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 Modesto, CA

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


How Retirement-Friendly is Modesto, CA?

  • Population: 212,616
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $286,800
  • Average Monthly Housing Cost: $1,247
  • Average Household Income: $77,657
  • 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 Modesto, CA

 

TITAN CAPITAL MANAGEMENT, LLC

Website

(209) 529-3089

1500 J Street

Modesto, CA 95354

SEC#: 801-110575
Years in Business: 4 years

MRAZ, AMERINE & ASSOCIATES, INC.

Website

(209) 593-5870

1120 13th Street
Suite C
Modesto, CA 95354

SEC#: 801-72742
Years in Business: 10 years

TRANSAMERICA FINANCIAL ADVISORS, INC.

Website

(209) 341-1650

1314 G Street

Modesto, CA 95354

SEC#: 801-38618
Years in Business: 30 years

CASTLE ROCK WEALTH MANAGEMENT, LLC

Website

(209) 576-6790

1700 Standiford Ave
Suite 380
Modesto, CA 95350

SEC#: 801-110593
Years in Business: 4 years

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Website

(209) 530-1515

1200 Scenic Dr
Suite 111
Modesto, CA 95350

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

SOUTHLAND EQUITY PARTNERS, LLC.

Website

(209) 576-8000

1101 Sylvan Ave
Suite B2
Modesto, CA 95350

SEC#: 801-71977
Years in Business: 10 years

SOUTHLAND EQUITY PARTNERS, LLC.

Website

(209) 576-8000

1101 Sylvan Ave
Suite B2
Modesto, CA 95350

SEC#: 801-71977
Years in Business: 10 years

MUTUAL ADVISORS, LLC

Website

(209) 526-9426

611 13th Street

Modesto, CA 95354

SEC#: 801-78089
Years in Business: 8 years

TRANSAMERICA FINANCIAL ADVISORS, INC.

Website

(209) 341-1650

1314 G Street

Modesto, CA 95354

SEC#: 801-38618
Years in Business: 30 years

 


Modesto, CA Financial Advisor FAQs

Yes. Financial advisors can help with retirement planning, budgeting for events like weddings and vacations, finding the best way to handle your taxes--including estate planning, and providing advice when it comes to buying or selling stocks or property.
A financial advisor can offer expertise, guidance for retirement planning, options on how to get the maximum return on investment, manage debts, and strategize on tax payments.
Most financial advisors are paid via either a commission or a fee.
Consider looking at fees as it can also be beneficial for you. Some advisors require certain investments while others charge an hourly rate or percentage of the account balance that could change over time. Make sure to compare this with the services they are offering you.