Find a Financial Advisor in Monterey, CA

 

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

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We Only Work With The Best Monterey 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 Monterey, CA


  • Financial Advisor Close to Monterey, 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 Monterey, 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 Monterey, CA

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

  • Population: 28,352
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $791,900
  • Average Monthly Housing Cost: $1,832
  • Average Household Income: $108,176
  • 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 Monterey, CA

 

TOPTURN CAPITAL, LLC

Website

(831) 324-0481

30 Ragsdale Drive
Suite 100
Monterey, CA 93940

SEC#: 801-70572
Years in Business: 12 years

INTEGRIS WEALTH MANAGEMENT, LLC

Website

(831) 333-1717

456 Washington Street

Monterey, CA 93940

SEC#: 801-66376
Years in Business: 15 years

MONTEREY PRIVATE WEALTH, INC.

Website

(831) 372-3426

2340 Garden Road
Suite 202
Monterey, CA 93940

SEC#: 801-61605
Years in Business: 19 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(831) 643-1958

127 Montecito Avenue
#8
Monterey, CA 93940

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(831) 643-1958

127 Montecito Avenue
#8
Monterey, CA 93940

SEC#: 801-71546
Years in Business: 11 years

CASTLE ROCK WEALTH MANAGEMENT, LLC

Website

(831) 648-8010

2511 Garden Road
Suite C-225
Monterey, CA 93940

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

HILLTOP SECURITIES INC.

Website

(800) 765-2220

24600 Silver Cloud Ct
Suite 200
Monterey, CA 93940

SEC#: 801-55529
Years in Business: 23 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(831) 643-1958

127 Montecito Avenue
#8
Monterey, CA 93940

SEC#: 801-71546
Years in Business: 11 years

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY

Website

(831) 647-8445

80 Garden Court
Suite 203
Monterey, CA 93940

SEC#: 801-60356
Years in Business: 20 years

 


Monterey, CA Financial Advisor FAQs

If you don't have an advisor and are going to seek out one, request their PII balance sheet from FINRA for accuracy in fiduciary disclosure values and certifications values before meeting them or hiring them so there's no surprises later on when it comes time to sign agreements.
The financial advisor advises you on how to set up your finances. Many people need guidance on how to avoid pitfalls of debt, bankruptcy, and poverty in retirement. Some financial advisors can work with members of their team to provide access to specialized knowledge or investments that individual advisers may not be able to offer.
There are a number of ways financial advisors get paid, but there is no one size fits all. In general, financial planners charge fees on an annual basis because it allows for the most accurate projection to gauge what they'll be bringing in throughout the year.
Yes. There are still things you should only trust professionals with, like managing retirement accounts and incorporating, which can offer significant tax advantages both now and later in life--or investing without leaving some money on the table where claiming losses could reduce your taxes today.