Find a Financial Advisor in Redding, CA

 

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

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We Only Work With The Best Redding 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 Redding, CA


  • Financial Advisor Close to Redding, 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 Redding, 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 Redding, CA

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

  • Population: 91,580
  • % of Population 62 Years and Over: 22.5%
  • Average Home Value: $271,300
  • Average Monthly Housing Cost: $1,119
  • Average Household Income: $73,429
  • 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 Redding, CA

 

RUBICON ADVISORS

Website

(530) 223-5357

1640 East Cypress
Suite A
Redding, CA 96003

SEC#: 801-109012
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 223-2020

3011 Victor Avenue

Redding, CA 96002

SEC#: 801-107913
Years in Business: 5 years

WCG WEALTH ADVISORS, LLC

Website

(530) 605-1397

457 Knollcrest Dr
Suite 130
Redding, CA 96002

SEC#: 801-80386
Years in Business: 7 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

448 Redcliff Dr. Ste 115

Redding, CA 96002

SEC#: 801-111077
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 223-2020

3011 Victor Avenue

Redding, CA 96002

SEC#: 801-107913
Years in Business: 5 years

RUBICON ADVISORS, GP

Website

(530) 722-4375

1260 Pine Street

Redding, CA 96001

SEC#: 801-109012
Years in Business: 4 years

RUBICON ADVISORS, GP

Website

(530) 722-4312

1380 Hilltop Dr.

Redding, CA 96003

SEC#: 801-109012
Years in Business: 4 years

WCG WEALTH ADVISORS, LLC

Website

(530) 605-1397

457 Knollcrest Dr
Suite 130
Redding, CA 96002

SEC#: 801-80386
Years in Business: 7 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

448 Redcliff Dr. Ste 115

Redding, CA 96002

SEC#: 801-111077
Years in Business: 4 years

 


Redding, CA Financial Advisor FAQs

Fees can vary between companies and individual advisors and ranges from 0.5 percent to 2 percent of assets per year.
Yes. If you are in any type of higher level position (middle management, executive, upper management), finance-related degree, or wealthy individual; the answer is almost always yes. But even if you don't fall into these categories it really isn't a bad idea to get professional financial advice.
Inquire about what services and products they offer. An advisor should be able to answer these types of questions without hesitation or assuming that there is only one solution for everyone.
The net primary responsibility of a financial advisor is to manage and grow investment portfolios for their clients. Usually, this means providing clients with guidance on where and how to invest savings or retirement funds, but different advisors will have different practices that may take into account things like specific goals for the client's future, risk tolerance levels, net worth goals, etc.