Pleasant Hill, CA Financial Advisors and Resources



Financial Advisor Firms in Pleasant Hill, CA


WAGNER, LOFTIN INVESTMENT SERVICES

Website

(925) 930-7176

3478 Buskirk Avenue
Suite 333
Pleasant Hill, CA 94523

SEC#: 801-63145
Years in Business: 17 years

STEPHEN JAMES BUTLER LLC

Website

(925) 956-0505

2300 Contra Costa Blvd.
Suite 400
Pleasant Hill, CA 94523

SEC#: 801-80799
Years in Business: 6 years

ADVISORY ALPHA, LLC

Website

(925) 209-1622

1966 Helen Rd

Pleasant Hill, CA 94523

SEC#: 801-72499
Years in Business: 10 years

ADVISORY ALPHA, LLC

Website

(925) 209-1622

1966 Helen Rd

Pleasant Hill, CA 94523

SEC#: 801-72499
Years in Business: 10 years

SUMMIT FINANCIAL GROUP INC

Website

(925) 977-8350

3478 Buskirk Ave
Suite 245
Pleasant Hill, CA 94523

SEC#: 801-56645
Years in Business: 22 years

SHONE ASSET MANAGEMENT LLC

Website

(925) 685-2911

2300 Contra Costa Blvd
Suite 220
Pleasant Hill, CA 94523

SEC#: 801-101521
Years in Business: 6 years

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Website

(925) 956-0505

2300 Contra Costa Blvd
Suite 400
Pleasant Hill, CA 94523

SEC#: 801-108996
Years in Business: 4 years


How Retirement-Friendly is Pleasant Hill, CA?

  • Population: 34,840
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $718,000
  • Average Monthly Housing Cost: $2,181
  • Average Household Income: $139,455
  • 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.)


Pleasant Hill, CA Financial Advisor FAQs

When selecting a financial advisor to work with you, it's important to find someone who is aligned in beliefs and methodology. Consider looking into their investment philosophies, referrals, and experience.
A financial advisor costs anywhere between 1% to 2.5%. Anything lower than that is probably not worth it.
The duties of a financial advisor depend on the company he or she belongs to, but often include providing retirement planning advice and guidance, mutual fund placement for individual portfolios, 401k plan asset allocation and day-to-day money management.
Make them provide you with a list of the services they provide. Some of the basic services are financial planning and investment management.