Find a Financial Advisor in Oakhurst, CA

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We Only Work With The Best Oakhurst Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Oakhurst, CA


  • Financial Advisor Close to Oakhurst, 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 Oakhurst, 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 Oakhurst, CA

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

  • Population: 3,446
  • % of Population 62 Years and Over: 27.8%
  • Average Home Value: $263,700
  • Average Monthly Housing Cost: $1,063
  • Average Household Income: $53,117
  • 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 Oakhurst, CA

 

SIERRA ASSET MANAGEMENT

Website

(559) 658-5193

40312 Junction Drive

Oakhurst, CA 93644

SEC#: 801-56723
Years in Business: 22 years

 


Oakhurst, CA Financial Advisor FAQs

Oakhurst is a CDP (Census Designated Place) located in Madera County, California. It is approximately 7 miles south of Yosemite National Park. Oakhurst's top employers include Sierra Star Golf Course, Yosemite Bug Rustic Mountain Resort, and The Ritz-Carlton, Lake Tahoe. Oakhurst is best known for its close proximity to Yosemite National Park as well as its many outdoor activities and attractions such as Sierra Star Golf Course, Bass Lake, and the Nelder Grove of Giant Sequoias. Oakhurst, CA was formerly named Fresno Flats. It is a census-designated place in Madera County, located 14 miles south of the entrance to Yosemite National Park, in the foothills of the Sierra Nevada mountain range. More specifically, this area is located on the Fresno River 3 miles south-southwest of Yosemite Forks. It is located at the junction of state highways 41 and 49, at the southern end of California's Gold Country. Ahwahnee, Coarsegold and Bass Lake are some of its nearby communities. Discover financial advisors working close to the area in the lists we have below.

It is important to remember that the services of a financial advisor are intended to supplement your own financial literacy and investing skills. Make sure that you have a good foundation of finance as well in order to effectively work with a financial advisor.

What is the advisor's education and experience level? Ask for a curriculum vitae or resume detailing their educational background, credentials, work history and affiliations with professional organizations.

Financial advisors make a commission on the sale of any investments. The percentage of this fee can vary depending on what type of services they offer and how much risk is involved, but typically the commission averages around 1-2%.

Financial advisors can help inform better decisions, find tax efficiency, find which insurance plans would be best for you, strategize debt payments, and even plan for retirement savings.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.