Find a Financial Advisor in Pleasant Hill, CA

 

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We did the hard work of finding trustworthy partners in Pleasant Hill, CA.

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We Only Work With The Best Pleasant Hill Financial Advisors


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

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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 Pleasant Hill, CA


  • Financial Advisor Close to Pleasant Hill, 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 Pleasant Hill, 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 Pleasant Hill, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Pleasant Hill financial advisors.
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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.)



The Top 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: 7 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

 


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.