Find a Financial Advisor in Palm Desert, CA

 

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

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We Only Work With The Best Palm Desert 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 Palm Desert, CA


  • Financial Advisor Close to Palm Desert, 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 Palm Desert, 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 Palm Desert, CA

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

  • Population: 52,575
  • % of Population 62 Years and Over: 40.3%
  • Average Home Value: $367,500
  • Average Monthly Housing Cost: $1,353
  • Average Household Income: $94,797
  • 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 Palm Desert, CA

 

FLC CAPITAL ADVISORS

Website

(760) 779-8110

44750 Village Court

Palm Desert, CA 92260

SEC#: 801-77600
Years in Business: 8 years

CYPRESS WEALTH SERVICES, LLC

Website

(760) 834-7250

74150 Country Club Drive

Palm Desert, CA 92260

SEC#: 801-110836
Years in Business: 4 years

HARDWORKING CAPITAL ADVISORS, LLC

Website

(760) 340-3277

34220 Gateway Drive
Suite 120
Palm Desert, CA 92211

SEC#: 801-112113
Years in Business: 3 years

FORTEM FINANCIAL GROUP, LLC

Website

(760) 206-8500

44801 Village Court #201

Palm Desert, CA 92260

SEC#: 801-112300
Years in Business: 3 years

INTEGRATED WEALTH MANAGEMENT, INC.

Website

(866) 888-6563

74245 Highway 111
Suite 201
Palm Desert, CA 92260

SEC#: 801-50509
Years in Business: 25 years

CHURCHILL MANAGEMENT CORP

Website

(760) 341-4888

73-061 El Paseo #200

Palm Desert, CA 92260

SEC#: 801-4211
Years in Business: 54 years

HIGHTOWER ADVISORS, LLC

Website

(888) 607-9990

44-495 Tower Center Way
Suite B
Palm Desert, CA 92260

SEC#: 801-69625
Years in Business: 13 years

ROYAL FUND MANAGEMENT, LLC

Website

(760) 912-3610

38908 Desert Greens Dr E

Palm Desert, CA 92260

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(760) 912-3610

38908 Desert Greens Dr E

Palm Desert, CA 92260

SEC#: 801-77918
Years in Business: 8 years

 


Palm Desert, CA Financial Advisor FAQs

A financial advisor is someone who advises on investments, or money. They take the pulse of the market and determine what will make you money in the long term. They help plan your current future needs, like retirement savings. Financial advisors work for themselves or for a company that charges commissions to help investors invest their funds into stocks, bonds, notes, etc.
Many financial advisors offer the service for free; but others may charge an hourly fee, a retainer, or limit their services to objective advice rather than action-based counseling.
The answer to this question depends on the complexity of your financial situation. If you are in debt, or unsure how much money you will need when retired; if your income fluctuates seasonally; if your physical health hinders you from meeting long-term goals; if you would like professional help preparing for retirement; or if any other factors inchoate that require attention in order to maximize the dividends your investments will provide in the future—please contact a financial advisor.
Ask for references- look up their website and see what other clients are saying. Research the advisor's qualifications. Ask about fees including any hidden costs in the form of management share in return for advice.