Find a Financial Advisor in Poway, CA

 

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

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We Only Work With The Best Poway 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 Poway, CA


  • Financial Advisor Close to Poway, 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 Poway, 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 Poway, CA

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

  • Population: 49,701
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $686,000
  • Average Monthly Housing Cost: $2,185
  • Average Household Income: $137,971
  • 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 Poway, CA

 

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Website

(858) 513-8445

14259 Danielson Street

Poway, CA 92064

SEC#: 801-113545
Years in Business: 3 years

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(858) 679-0719

12243 Poway Rd

Poway, CA 92064

SEC#: 801-68510
Years in Business: 14 years

 


Poway, CA Financial Advisor FAQs

Based on industry research, the average financial advisor cost is $200 per hour. This hourly rate is broken down into a combination of brokerage fees and annual advisory fees. Many advisors charge a flat rate for a certain number of hours per year.
Choosing a financial advisor is like choosing any other professional. You need someone who understands your needs, speaks your language, and can get you the outcome you want.
A financial advisor helps customers to understand investments, stocks, bonds, and other finance-related questions. Usually your financial advisor will serve as a partner or counselor with whom you can brainstorm ideas about money management.
There are many places to find a financial advisor and talk to them about setting up an appropriate plan for your needs. One good place is the National Association of Personal Financial Advisors (NAPFA) which verifies its members can offer fiduciary principles. If you're inclined, make sure to ask the following questions: What criteria should I look for when selecting a financial advisor?