Find a Financial Advisor in San Carlos, CA

 

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

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We Only Work With The Best San Carlos 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 Carlos, CA


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

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

  • Population: 30,154
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $1667,100
  • Average Monthly Housing Cost: $2,917
  • Average Household Income: $239,376
  • 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 Carlos, CA

 

MA PRIVATE WEALTH, LLC

Website

(650) 232-2021

1355 A San Carlos Avenue

San Carlos, CA 94070

SEC#: 801-112344
Years in Business: 3 years

SB INVESTMENT ADVISERS (US) INC.

Website

(650) 562-8211

1 Circle Star Way, 2F

San Carlos, CA 94070

SEC#: 801-108927
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(650) 413-9435

1495 Laurel Street

San Carlos, CA 94070

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

CARDINAL STUDENT HOUSING I ADVISOR, LLC

Website

(303) 407-4500

680 Walnut Street

San Carlos, CA 94070

SEC#: 801-116742
Years in Business: 2 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(650) 413-9435

1495 Laurel Street

San Carlos, CA 94070

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

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(650) 413-9435

1495 Laurel Street

San Carlos, CA 94070

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

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(650) 413-9435

1495 Laurel Street

San Carlos, CA 94070

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

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(650) 413-9435

1495 Laurel Street

San Carlos, CA 94070

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

 


San Carlos, CA Financial Advisor FAQs

They charge a fee for their work, which is typically a percentage of assets under management, or an hourly fee.
When finding a financial planner, find someone who's working outside of Wall Street or big money institutions.
Financial advisors are accountants who specialize in helping their clients with various aspects of financial planning. They typically work hand-in-hand with people to help them define what they can realistically achieve, set goals, and create a plan for achieving those goals.
Yes. A financial advisor can help you plan for your future, even if it is about contingencies, advice on the markets and your money, or anything else related to finances.