Find a Financial Planner in SLO County, CA

 

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

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We Only Work With The Best SLO 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 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 County, CA


  • Financial Advisor Close to San Luis Obispo 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

 

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

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the San Luis Obispo County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in San Luis Obispo County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
23.7% of San Luis Obispo County'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 County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the San Luis Obispo County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the San Luis Obispo County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the San Luis Obispo County area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the San Luis Obispo County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the San Luis Obispo County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 282,165
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $581,900
  • Average Monthly Housing Cost: $1,578
  • Average Household Income: $96,196
  • 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 County, 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