Find a Financial Advisor in San Anselmo, CA

 

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

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We Only Work With The Best San Anselmo 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 San Anselmo, CA


  • Financial Advisor Close to San Anselmo, 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 San Anselmo, 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 San Anselmo, CA

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

  • Population: 12,525
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $1081,900
  • Average Monthly Housing Cost: $2,754
  • Average Household Income: $174,965
  • 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 San Anselmo, CA

 

CLEARLAKE ADVISORS, L.L.C.

Website

(415) 456-8324

201 San Anselmo Avenue

San Anselmo, CA 94960

SEC#: 801-64946
Years in Business: 16 years

M. KULYK & ASSOCIATES, LLC

Website

(404) 294-8280

108 A Bolinas Ave.

San Anselmo, CA 94960

SEC#: 801-112089
Years in Business: 4 years

MEROS INVESTMENT MANAGEMENT, LP

Website

(415) 735-2930

109 Van Tassell Ct

San Anselmo, CA 94960

SEC#: 801-117225
Years in Business: 2 years

M. KULYK & ASSOCIATES, LLC

Website

(404) 294-8280

108 A Bolinas Ave.

San Anselmo, CA 94960

SEC#: 801-112089
Years in Business: 4 years

M. KULYK & ASSOCIATES, LLC

Website

(404) 294-8280

108 A Bolinas Ave.

San Anselmo, CA 94960

SEC#: 801-112089
Years in Business: 4 years

 


San Anselmo, CA Financial Advisor FAQs

Financial advisors get paid through commission, hourly fees, percentages of net worths generated with the investments they recommend.
The first step in choosing a financial advisor is finding one that agrees with your investment objectives and risk tolerance.
In order to make sure that clients are getting the best possible guidance for their situation, a financial advisor should comprehensively research all considerations for an individual's goals and needs in order to provide accurate information about the decisions that they need to make in order to achieve those goals.
You can ask the following questions to your financial advisor: What are your qualifications? How long have you been in business? Are you a member of a professional association? What is the size and scope of my investment portfolio you intend to manage for me, and what asset classes will be included in that allocation?