Find a Financial Advisor in Santa Cruz, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Santa Cruz 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 Cruz, CA


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

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


How Retirement-Friendly is Santa Cruz, CA?

  • Population: 64,522
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $872,500
  • Average Monthly Housing Cost: $1,942
  • Average Household Income: $109,733
  • 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 Cruz, CA

 

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

Website

(831) 420-1340

125 Mission Street
Suite 3
Santa Cruz, CA 95060

SEC#: 801-87174
Years in Business: 6 years

THURSTON SPRINGER ADVISORS, LLC

Website

(831) 331-4205

877 Cedar Street

Santa Cruz, CA 95060

SEC#: 801-114256
Years in Business: 2 years

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Website

(831) 331-4205

877 Cedar Street
Suite W
Santa Cruz, CA 95060

SEC#: 801-63564
Years in Business: 17 years

COMERICA SECURITIES,INC.

Website

(831) 460-4040

55 River Street

Santa Cruz, CA 95060

SEC#: 801-64897
Years in Business: 15 years

EVANSON ASSET MANAGEMENT, LLC

Website

(831) 582-9608

112 Hammond Ave

Santa Cruz, CA 95062

SEC#: 801-64387
Years in Business: 16 years

SPRINGWATER WEALTH MANAGEMENT, LLC

Website

(888) 998-4796

133 Mission Street

Santa Cruz, CA 95060

SEC#: 801-79766
Years in Business: 7 years

SPRINGWATER WEALTH MANAGEMENT, LLC

Website

(888) 998-4796

133 Mission Street

Santa Cruz, CA 95060

SEC#: 801-79766
Years in Business: 7 years

THURSTON SPRINGER ADVISORS, LLC

Website

(831) 331-4205

877 Cedar Street

Santa Cruz, CA 95060

SEC#: 801-114256
Years in Business: 2 years

THURSTON SPRINGER ADVISORS, LLC

Website

(831) 331-4205

877 Cedar Street

Santa Cruz, CA 95060

SEC#: 801-114256
Years in Business: 2 years

 


Santa Cruz, CA Financial Advisor FAQs

A financial advisor can cost anywhere from a few hundred dollars to tens of thousands, depending on the person's needs. Professional advisors typically charge an hourly fee. The higher the fees, the more comprehensive their services might be.
Financial advisors help their clients manage their finances as well as make major life decisions.
A good financial advisor has a close understanding of your goals and an honest discussion about risk tolerance.
Financial advisors get paid by either charging a percentage of the assets under management every year or by charging a payment for each transaction that is made.