Find a Financial Advisor in Rancho Santa Fe, CA

 

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

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We Only Work With The Best Rancho Santa Fe 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 Rancho Santa Fe, CA


  • Financial Advisor Close to Rancho Santa Fe, 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 Santa Fe, 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 Santa Fe, CA

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

  • Population: 2,510
  • % of Population 62 Years and Over: 32.2%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $4,0,00+
  • Average Household Income: $235,648
  • 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 Santa Fe, CA

 

WEALTH ADVISORS, INC.

Website

(858) 481-4088

16909 Via De Santa Fe
Suite 202
Rancho Santa Fe, CA 92067

SEC#: 801-113020
Years in Business: 3 years

TATE ASSET MANAGEMENT AND "DCO WEALTH MANAGEMENT"

Website

(888) 500-9267

5531 Cancha De Golf
Suite 206
Rancho Santa Fe, CA 92091

SEC#: 801-110370
Years in Business: 4 years

ACM

Website

(858) 467-5415

16236 San Dieguito Road
Suite 210
Rancho Santa Fe, CA 92067

SEC#: 801-111736
Years in Business: 4 years

FAIRBANKS CAPITAL MANAGEMENT, INC.

Website

(858) 759-0617

16236 San Dieguito Rd.
Suite 3-28
Rancho Santa Fe, CA 92067

SEC#: 801-50869
Years in Business: 25 years

ALETHEA CAPITAL MANAGEMENT, LLC

Website

(858) 926-2058

18029 Calle Ambiente
Suite 509
Rancho Santa Fe, CA 92067

SEC#: 801-72176
Years in Business: 10 years

AMERICAN MONEY MANAGEMENT, LLC

Website

(858) 755-0909

14249 Rancho Santa Fe Farms Road

Rancho Santa Fe, CA 92067

SEC#: 801-60976
Years in Business: 19 years

NICHOLAS INVESTMENT PARNTERS, L.P.

Website

(858) 759-4545

6451 El Sicomoro Street

Rancho Santa Fe, CA 92067

SEC#: 801-66532
Years in Business: 15 years

CASTLE CREEK ADVISORS IV LLC

Website

(858) 756-8300

6051 El Tordo

Rancho Santa Fe, CA 92067

SEC#: 801-72923
Years in Business: 10 years

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

Website

(858) 779-5800

16236 San Dieguito Road
Suite 4-23
Rancho Santa Fe, CA 92067

SEC#: 801-65175
Years in Business: 15 years

 


Rancho Santa Fe, CA Financial Advisor FAQs

Financial advisors help their clients achieve their goals by identifying and meeting their important financial needs. Financial advisors advise clients on how to make sound financial decisions that will enable them to pursue their life goals with security and comfort. 
A financial advisor may work for a company that advises clients on investment strategies, helps people establish investment accounts for their retirement, or helps people buy or sell stocks. There are different types of financial advisory services provided by different firms; therefore, it is important to know how financial advisors are compensated.
To help you find a financial advisor, you can ask for referrals from friends, family members, or co-workers. They are most likely to recommend a financial advisor that they have worked with in your area.
In deciding upon the right advisor, it is important to consider your own goals and financial situation. You can interview your potential advisor and discuss your goals to find out if their strategies will meet your needs.