Find a Financial Advisor in San Bernardino County, CA

 

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

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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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in San Bernardino County, CA

 

PAINTER, SMITH AND AMBERG INC.

Website

(909) 557-2800

1200 California Street
Suite 220
Redlands, CA 92374

SEC#: 801-112748
Years in Business: 3 years

KWB WEALTH

Website

(909) 307-8220

1782 Orange Tree Lane

Redlands, CA 92374

SEC#: 801-118740
Years in Business: 1 years

REGAL WEALTH GROUP INC.

Website

(909) 793-9802

300 East State Street, Suite 500A

Redlands, CA 92373

SEC#: 801-65444
Years in Business: 15 years

PLANMEMBER SECURITIES CORPORATION

Website

(909) 792-4482

104 E State Street
Suite G
Redlands, CA 92373

SEC#: 801-39177
Years in Business: 30 years

RPA WEALTH MANAGEMENT

Website

(909) 296-7977

1 E. Redlands Blvd.

Redlands, CA 92373

SEC#: 801-118797
Years in Business: 1 years

GRADIENT SECURITIES, LLC

Website

(909) 335-7440

1776 W. Park Ave
Suite 101
Redlands, CA 92373

SEC#: 801-80807
Years in Business: 6 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(909) 792-8394

222 East Olive Avenue
Suite 5
Redlands, CA 92373

SEC#: 801-58087
Years in Business: 20 years

RPA WEALTH MANAGEMENT

Website

(909) 296-7977

1 E. Redlands Blvd.

Redlands, CA 92373

SEC#: 801-118797
Years in Business: 1 years

NWF ADVISORY SERVICES INC

Website

(909) 748-0013

1710 Plum Lane
Suite E
Redlands, CA 92374

SEC#: 801-55681
Years in Business: 23 years

 


San Bernardino County, CA Financial Advisor FAQs

A financial advisor is a professional whose job is to offer advice and guidance on how people can invest and plan for their future. A sound and knowledgeable strategy will ensure that your money will grow over time and you avoid pitfalls like high fees, lack of diversification, or misguided investments.
You need a financial advisor to help you find the right investments, take care of estate planning, and keep up with market trends.
A financial advisor's duties will depend on the type of financial advisor, but in general, the role of a financial advisor is to draw on expertise in investments and manager selection to provide guidance about how an investor may best diversify his or her portfolio.
It's difficult to find a good financial advisor, so it's important to go into the experience with some knowledge. Other things you should look for include fiduciary duty, license, references from previous clients, and length of time in the industry.