Find a Financial Advisor in San Jose, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best San Jose 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 Jose, CA


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

We evaluated over 13,000 RIA firms to bring you the best of the best San Jose financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is San Jose, CA?

  • Population: 1027,690
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $882,500
  • Average Monthly Housing Cost: $2,278
  • Average Household Income: $142,635
  • 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 Jose, CA

 

WEALTH DESIGN, LLC

Website

(408) 558-1660

50 W. San Fernando Street
Suite 405
San Jose, CA 95113

SEC#: 801-77786
Years in Business: 8 years

SILICON VALLEY CAPITAL PARTNERS, L.P.

Website

(408) 236-7300

1731 Technology Drive
Suite 810
San Jose, CA 95110

SEC#: 801-62004
Years in Business: 18 years

FIRSTHAND CAPITAL MANAGEMENT, INC.

Website

(408) 886-7096

150 Almaden Blvd
Suite 1250
San Jose, CA 95113

SEC#: 801-70365
Years in Business: 12 years

BETTERWEALTH LLC

Website

(408) 659-2390

1475 Saratoga Avenue
Suite 200
San Jose, CA 95129

SEC#: 801-96317
Years in Business: 6 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

99 Almaden Blvd
Ste 730
San Jose, CA 95113

SEC#: 801-111077
Years in Business: 4 years

TTP INVESTMENTS, INC.

Website

(408) 879-0399

1978 The Alameda

San Jose, CA 95126

SEC#: 801-107967
Years in Business: 5 years

CONCENTRUM WEALTH MANAGEMENT

Website

(408) 840-4030

353 Piercy Road

San Jose, CA 95138

SEC#: 801-77888
Years in Business: 8 years

LEGACY WEALTH ADVISORS, LLC

Website

(408) 452-7700

1900 The Alameda
Suite 510
San Jose, CA 95126

SEC#: 801-119518
Years in Business: 1 years

C-J ADVISORY, INC.

Website

(408) 345-2890

2060 The Alameda

San Jose, CA 95126

SEC#: 801-70334
Years in Business: 12 years

 


San Jose, CA Financial Advisor FAQs

Financial advisors are good for people that don't know much about investing or want someone to talk in-depth about options.
A financial advisor provides advice about various financial products and services. You should choose a financial advisor based on your needs, but also who best suits your personality and the type of relationship you want to have with them. Look for someone who is experienced, licensed, has been in business at least five years and is willing to provide references from their previous clients or at least a trial period before signing up.
Financial advisors can charge in one of two ways - hourly or flat fee. Hourly is generally good for the advisor, and the more work they do. Flat fee is usually better for the person giving advice, it costs something upfront but then there are no further charges at all.
The cost of a financial advisor can vary widely, depending on the qualifications and specialization in advisory services.