Find a Financial Advisor 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 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 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

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: 1 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

 


San Luis Obispo, CA Financial Advisor FAQs

Financial advisors can have a range of fees depending on their service.
A good way to find an advisor is by looking for local members of an organization like the Financial Planning Association or the National Association of Personal financial Advisors.
A financial advisor helps guide their clients through the often daunting and infinite landscape of retirement, investments, taxation, estate planning, and more.
If you're in need of financial and/or investment advice, it's crucial that you find a professional who is certified by the CFP Board, formerly known as the College for Financial Planning.