Find a Financial Advisor in Santa Clarita, CA

 

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We did the hard work of finding trustworthy partners in Santa Clarita, CA.

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We Only Work With The Best Santa Clarita 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 Santa Clarita, CA


  • Financial Advisor Close to Santa Clarita, 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 Santa Clarita, 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 Santa Clarita, CA

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

  • Population: 213,411
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $547,700
  • Average Monthly Housing Cost: $2,130
  • Average Household Income: $119,314
  • 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 Santa Clarita, CA

 

VANCE WEALTH

Website

(888) 775-0950

26491 Summit Circle

Santa Clarita, CA 91350

SEC#: 801-119423
Years in Business: 1 years

SIMPLICITY WEALTH LLC

Website

(661) 252-4000

27225 Camp Plenty Rd
Suite 5
Santa Clarita, CA 91351

SEC#: 801-114798
Years in Business: 2 years

FINANCIAL & TAX ARCHITECTS, INC.

Website

(310) 994-1596

23929 Valencia Blvd. Suite #309

Santa Clarita, CA 91355

SEC#: 801-114688
Years in Business: 2 years

CONTINUUM ADVISORY, LLC

Website

(661) 254-7633

24359 Walnut Street
Unit B
Santa Clarita, CA 91321

SEC#: 801-107439
Years in Business: 5 years

CONTINUUM ADVISORY, LLC

Website

(661) 254-7633

24359 Walnut Street
Unit B
Santa Clarita, CA 91321

SEC#: 801-107439
Years in Business: 5 years

 


Santa Clarita, CA Financial Advisor FAQs

It depends on the person's goals, values, and risk tolerance. Everyone's financial situation is different because everyone has different goals, values, income levels, and tolerance for risk.
A financial advisor's cost depends on your individual needs and who you choose as your advisor.
A financial advisor provides advice, plans, research and objective marketplace information to help you make sound personal financial decisions.
Financial advisors get paid in a variety of ways. Depending on what you want to accomplish, they may work on an hourly basis, commission-only basis (a percentage of the proceeds), or fee-only (they charge by the hour).