Find a Financial Advisor in San Benito County, CA

 

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

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We Only Work With The Best San Benito County 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 San Benito County, CA


  • Financial Advisor Close to San Benito County, 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 Benito County, 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 Benito County, CA

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

  • Population: 60,376
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $552,100
  • Average Monthly Housing Cost: $1,840
  • Average Household Income: $106,604
  • 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 Benito County, CA

 

INSPIRE

Website

(877) 658-9473

650 San Benito St.
Ste. 130
Hollister, CA 95023

SEC#: 801-108947
Years in Business: 4 years

INSPIRE ADVISORS, LLC

Website

(877) 658-9473

650 San Benito St
Suite 130
Hollister, CA 95023

SEC#: 801-114673
Years in Business: 2 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(831) 623-5546

650 San Benito St
Ste 130
Hollister, CA 95023

SEC#: 801-60153
Years in Business: 20 years

 


San Benito County, CA Financial Advisor FAQs

A financial advisor is a person who provides direct or hands-on personal finance guidance, often to high net worth families and individuals.
Financial advisors help individuals through all their financial needs, ranging from retirement to college funding.
They may give personal asset allocation counseling services such as placing an individual's investments, advise on retirement planning or life insurance, make portfolio management decisions, recommend investment products, and address problems involving distribution of assets from estates.
If you are looking for a financial advisor, there are several factors to consider such as length of time in the business, credentials, services offered, and fee structure.