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Our Process for Choosing
An Independent Financial Advisor in Orinda, CA
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Financial Advisor Close to Orinda, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Orinda, 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
Find a Fee-Only Financial Planner Near Orinda, CA
We evaluated over 13,000 RIA firms to bring you the best of the best Orinda financial advisors.
How Retirement-Friendly is Orinda, CA?
- Population: 19,646
- % of Population 62 Years and Over: 26.7%
- Average Home Value: $1523,300
- Average Monthly Housing Cost: $3,615
- Average Household Income: $283,978
- 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.)
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The Top Financial Advisor Firms in Orinda, CA
MCM ADVISERS, LP
(925) 631-910089 Davis Road
Suite 100
Orinda, CA 94563
SEC#: 801-50572
Years in Business: 26 years
PENSERRA CAPITAL MANAGEMENT LLC
(800) 456-88504 Orinda Way
Suite 100-A
Orinda, CA 94563
SEC#: 801-80466
Years in Business: 7 years
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
(925) 254-64644 Orinda Way
Building E
Orinda, CA 94563
SEC#: 801-56080
Years in Business: 23 years
MCDONALD CAPITAL INVESTORS INC
(925) 258-54014 Orinda Way
Suite 120-D
Orinda, CA 94563
SEC#: 801-17866
Years in Business: 39 years
URSA FUND MANAGEMENT LLC
(415) 529-604051 Moraga Way
Suite 8
Orinda, CA 94563
SEC#: 801-110698
Years in Business: 4 years
SCP INVESTMENT, LP
(925) 253-18004 Orinda Way
Suite 180-D
Orinda, CA 94563
SEC#: 801-108352
Years in Business: 5 years
MILLENNIUM MANAGEMENT LLC
(510) 301-47724 Orinda Way
Office 270
Orinda, CA 94563
SEC#: 801-73884
Years in Business: 10 years
LOOMIS, SAYLES & COMPANY, L.P.
(925) 255-85004 Orinda Way
Suite 200-A
Orinda, CA 94563
SEC#: 801-170
Years in Business: 44 years
BLUME CAPITAL MANAGEMENT, INC.
(510) 549-35342 Theatre Square
Suite 230
Orinda, CA 94563
SEC#: 801-55922
Years in Business: 23 years
Orinda, CA Financial Advisor FAQs
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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.