Fiduciary Financial Advisors in Newhall, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Newhall, CA


  • Financial Advisor Close to Newhall, 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

 

How Can a Financial Advisor in Newhall, CA Help You?

A financial advisor is a money management professional whose job it is to help you meet your financial goals. 

They can help you with:

  • Retirement planning
  • Tax planning
  • Life transitional planning
  • Saving money
  • Investing

Beyond traditional, in-person advisors, you now have a suite of online providers and automated apps and algorithms that can serve as an artificial advisor. 

 These options tend to be much cheaper, however they also are less powerful and less personal.

 

The Value Of A Retirement Financial Advisor in Newhall, 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 Advisor Near Newhall, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 27411 Tourney Road, Suite 260, Valencia, CA 91355


Top Financial Advisors Serving Newhall, CA

Newhall was one of the first towns in Santa Clarita. 

The name of the city was created and named after businessman Henry Mayo Newhall.

 

Newhall also has the oldest surviving oil refinery in the world, the Pioneer Oil Refinery. 

This refinery was also the first successful commercial refinery in California.

The city has a warm, Mediterranean climate, with hot and dry summers and mild winters.

If you live outside of Newhall but are still local to the area, our Newhall advisors can still serve you. 

See the list below for the locations in which our Newhall advisors also work:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Newhall, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.