Find a Financial Advisor in Montecito, CA

 

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

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We Only Work With The Best Montecito 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 Montecito, CA


  • Financial Advisor Close to Montecito, 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 Montecito, 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 Montecito, CA

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

  • Population: 8,245
  • % of Population 62 Years and Over: 35.1%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,954
  • Average Household Income: $283,305
  • 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 Montecito, CA

 

OAK ROOT LLC

Website

(805) 395-9767

1059 Summit Road

Montecito, CA 93108

SEC#: 801-100400
Years in Business: 6 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(805) 565-4572

1483 E Valley Rd

Montecito, CA 93108

SEC#: 801-70084
Years in Business: 12 years

CHANGE PATH LLC

Website

(805) 966-1266

1485 East Valley Road
Sutie 2
Montecito, CA 93108

SEC#: 801-106677
Years in Business: 6 years

CHANGE PATH LLC

Website

(805) 966-1266

1485 East Valley Road
Sutie 2
Montecito, CA 93108

SEC#: 801-106677
Years in Business: 6 years

BEACON POINTE ADVISORS, LLC

Website

(805) 335-2208

1165 Coast Village Road
Suite L
Montecito, CA 93108

SEC#: 801-60943
Years in Business: 19 years

BEACON POINTE ADVISORS, LLC

Website

(805) 335-2208

1165 Coast Village Road
Suite L
Montecito, CA 93108

SEC#: 801-60943
Years in Business: 19 years

MANCHESTER CAPITAL MANAGEMENT LLC

Website

(805) 969-5670

1157 Coast Village Road - Suite A

Montecito, CA 93108

SEC#: 801-43586
Years in Business: 28 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(805) 565-4572

1483 E Valley Rd

Montecito, CA 93108

SEC#: 801-70084
Years in Business: 12 years

 


Montecito, CA Financial Advisor FAQs

Yes. Financial advisors can also help by informing you about how much debt and money you should be saving for various goals, like retirement and children's education.
A financial advisor offers advice and guidance when it comes to investments.
Many providers in the financial advice industry get paid by providing a set fee or commission, and others may pay for their advice through a percentage of an amount saved. No matter what the provider's method of payment is, it's important to read all policies and understand how funds will be managed before investing your time and hard-earned money.
The best way to find a financial advisor is to take the time to interview many different advisors.