Find a Financial Advisor in Monterey County, CA

 

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

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We Only Work With The Best Monterey County 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 County, CA


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

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

  • Population: 433,410
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $516,600
  • Average Monthly Housing Cost: $1,569
  • Average Household Income: $97,451
  • 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 County, CA

 

CARMEL CAPITAL MANAGEMENT L.L.C.

Website

(831) 625-1375

26350 Carmel Rancho Lane
Suite 225
Carmel, CA 93923

SEC#: 801-61225
Years in Business: 19 years

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

Website

(831) 622-9600

3775 Via Nona Marie
Suite 220
Carmel, CA 93923

SEC#: 801-69431
Years in Business: 13 years

NEUMEIER POMA INVESTMENT COUNSEL LLC

Website

(831) 625-6355

26435 Carmel Rancho Boulevard
Suite 200
Carmel, CA 93923

SEC#: 801-23649
Years in Business: 36 years

WELTON INVESTMENT PARTNERS LLC

Website

(831) 626-5190

Eastwood Building
San Carlos Between 5th And 6Th
Carmel, CA 93921

SEC#: 801-80274
Years in Business: 7 years

TRIANGLE PEAK PARTNERS, LP

Website

(831) 998-9540

Carmel Plaza, Suite 305
(Ocean & Mission)
Carmel, CA 93921

SEC#: 801-69591
Years in Business: 13 years

C.M.BIDWELL & ASSOCIATES LTD

Website

(512) 582-7447

9817 Club Place Lane

Carmel, CA 93923

SEC#: 801-14976
Years in Business: 41 years

NPB FINANCIAL GROUP, LLC

Website

(831) 620-1130

Ocean & Mission Street (Nw Corner)
P. O. Box 1745
Carmel, CA 93921

SEC#: 801-65903
Years in Business: 15 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 County, CA Financial Advisor FAQs

A financial advisor can help you make better decisions about investing. They know more about the markets than you, and will be able to see patterns or trends not seen by most people. They will also be able to balance the risk of your investments versus their expected return.
It's important to have a financial advisor. Financial advisors provide invaluable service for people seeking their help in understanding how to manage money and investments. In certain situations, they can even save people from significant financial catastrophes.
Financial advisors are paid through commission, asset-based fees or hourly rates. Hourly rates will be highest for financial advisors with highly specialized designations and certifications.
Investors need more than just advice when choosing an advisor. They also need expertise, commitment, trustworthiness--and value for their money.