
Find a Financial Advisor in San Bernardino County, CA
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in San Bernardino County, CA.
We Only Work With The Best San Bernardino 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 Bernardino County, CA
-
Financial Advisor Close to San Bernardino 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 Bernardino 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
Find a Fee-Only Financial Planner Near San Bernardino County, CA
We evaluated over 13,000 RIA firms to bring you the best of the best San Bernardino County financial advisors.
How Retirement-Friendly is San Bernardino County, CA?
- Population: 2149,031
- % of Population 62 Years and Over: 14.2%
- Average Home Value: $345,600
- Average Monthly Housing Cost: $1,367
- Average Household Income: $81,382
- 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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in San Bernardino County, CA
PAINTER, SMITH AND AMBERG INC.
(909) 557-28001200 California Street
Suite 220
Redlands, CA 92374
SEC#: 801-112748
Years in Business: 4 years
KWB WEALTH
(909) 307-82201782 Orange Tree Lane
Redlands, CA 92374
SEC#: 801-118740
Years in Business: 2 years
REGAL WEALTH GROUP INC.
(909) 793-9802300 East State Street, Suite 500A
Redlands, CA 92373
SEC#: 801-65444
Years in Business: 16 years
PLANMEMBER SECURITIES CORPORATION
(909) 792-4482104 E State Street
Suite G
Redlands, CA 92373
SEC#: 801-39177
Years in Business: 30 years
RPA WEALTH MANAGEMENT
(909) 296-79771 E. Redlands Blvd.
Redlands, CA 92373
SEC#: 801-118797
Years in Business: 1 years
GRADIENT SECURITIES, LLC
(909) 335-74401776 W. Park Ave
Suite 101
Redlands, CA 92373
SEC#: 801-80807
Years in Business: 7 years
BCJ CAPITAL MANAGEMENT, LLC
(909) 792-8394222 East Olive Avenue
Suite 5
Redlands, CA 92373
SEC#: 801-58087
Years in Business: 21 years
RPA WEALTH MANAGEMENT
(909) 296-79771 E. Redlands Blvd.
Redlands, CA 92373
SEC#: 801-118797
Years in Business: 1 years
NWF ADVISORY SERVICES INC
(909) 748-00131710 Plum Lane
Suite E
Redlands, CA 92374
SEC#: 801-55681
Years in Business: 23 years
San Bernardino County, CA Financial Advisor FAQs
Other Nearby Financial Advisors
Rancho Mirage, CA
Palm Desert, CA
Banning, CA
Meridian, ID
Eagle, ID
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.