Find a Financial Advisor in Rancho Cucamonga, CA

 

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

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We Only Work With The Best Rancho Cucamonga 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 Rancho Cucamonga, CA


  • Financial Advisor Close to Rancho Cucamonga, 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 Rancho Cucamonga, 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 Rancho Cucamonga, CA

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

  • Population: 176,379
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $506,900
  • Average Monthly Housing Cost: $1,911
  • Average Household Income: $108,525
  • 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 Rancho Cucamonga, CA

 

RPA WEALTH MANAGEMENT

Website

(909) 296-7977

8885 Haven Avenue
#170
Rancho Cucamonga, CA 91730

SEC#: 801-118797
Years in Business: 1 years

LEXAURUM ADVISORS, LLC

Website

(818) 209-8528

10186 Monaco Drive

Rancho Cucamonga, CA 91737

SEC#: 801-107738
Years in Business: 5 years

CROWN CAPITAL SECURITIES, L.P.

Website

(909) 396-9017

10370 Commerce Center Dr
Ste 130
Rancho Cucamonga, CA 91730

SEC#: 801-57663
Years in Business: 21 years

TRINITY CAPITAL MANAGEMENT, LLC

Website

(909) 481-4000

8885 Haven Ave
Suite 100
Rancho Cucamonga, CA 91730

SEC#: 801-67581
Years in Business: 14 years

CROWN CAPITAL SECURITIES, L.P.

Website

(909) 396-9017

10370 Commerce Center Dr
Ste 130
Rancho Cucamonga, CA 91730

SEC#: 801-57663
Years in Business: 21 years

 


Rancho Cucamonga, CA Financial Advisor FAQs

Since financial advisors usually work with people to address various goals, the costs vary widely. It's an industry standard across the board for clients to pay for financial advisors' time, but there can be additional fees based on what you're requesting.
Consider their education and licenses, what certifications they have, and who they are registered with. Do your research on them to see if you can find red flags or information that makes you question how a financial advisor is a good fit for what you need.
A financial advisor works in the field of banking and financial services, advising people with how to manage their money. A good financial advisor, however, will advise you in ways you might not have thought about: making a budget for your expenses and income; telling you if it is better to save or spend; when is it time to buy a house verses renting.
Before you pay any advisor, it’s important to know exactly what that advisor is responsible for, and how your money will be used. What does the advisor do? How are my personal assets protected? The investor should be able to contact the state securities commission in the state where they live for information on how their assets will be handled by the adviser.