Find a Financial Planner in SLO, CA

 

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

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We Only Work With The Best SLO 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in San Luis Obispo, CA


  • Financial Advisor Close to San Luis Obispo, 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

 

How Can a CFP® in San Luis Obispo Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the San Luis Obispo area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in San Luis Obispo typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.6% of San Luis Obispo's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the San Luis Obispo area can create a custom plan and walk with you each step of the way.
In the San Luis Obispo area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the San Luis Obispo area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the San Luis Obispo area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the San Luis Obispo area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the San Luis Obispo area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in San Luis Obispo, 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 Luis Obispo, CA

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

  • Population: 47,302
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $675,800
  • Average Monthly Housing Cost: $1,565
  • Average Household Income: $82,864
  • 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 Luis Obispo, CA


SAN LUIS WEALTH ADVISORS

Website

(805) 810-0002

735 Tank Farm Road
Suite 264
San Luis Obispo, CA 93401

SEC#: 801-119019
Years in Business: 1 years

CERRO PACIFIC WEALTH ADVISORS, LLC

Website

(805) 457-3300

733 Marsh St.
Suite #110
San Luis Obispo, CA 93401

SEC#: 801-119640
Years in Business: 0 years

COMPASS FINANCIAL PLANNING, LLC

Website

(805) 888-1597

1075 Court St.,
Suite 206
San Luis Obispo, CA 93401

SEC#: 801-112726
Years in Business: 3 years

WEALTHSOURCE® PARTNERS, LLC

Website

(805) 546-1000

735 Tank Farm Road
Suite 240
San Luis Obispo, CA 93401

SEC#: 801-107199
Years in Business: 5 years

WACKER WEALTH PARTNERS, LLC

Website

(805) 541-1308

892 Aerovista Place
Suite 220
San Luis Obispo, CA 93401

SEC#: 801-68752
Years in Business: 13 years

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Website

(805) 543-4366

1101 Marsh St.

San Luis Obispo, CA 93401

SEC#: 801-115085
Years in Business: 2 years

TRELLIS WEALTH ADVISORS, LLC

Website

(805) 548-8920

1135 Santa Rosa Street
Suite 310
San Luis Obispo, CA 93401

SEC#: 801-80089
Years in Business: 7 years

NWM ADVISORS, LLC

Website

(805) 781-2773

735 Tank Farm Road
Suite 250
San Luis Obispo, CA 93401

SEC#: 801-107866
Years in Business: 5 years

PROSSIMO ADVISORS LLC

Website

(805) 548-2800

1150 Osos Street
Suite 208
San Luis Obispo, CA 93401

SEC#: 801-118685
Years in Business: 1 years