Find a Financial Advisor in Saratoga, CA

 

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

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We Only Work With The Best Saratoga 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 Saratoga, CA


  • Financial Advisor Close to Saratoga, 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 Saratoga, 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 Saratoga, CA

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

  • Population: 30,697
  • % of Population 62 Years and Over: 28%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $3,218
  • Average Household Income: $257,441
  • 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 Saratoga, CA

 

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Website

(408) 741-2330

14471 Big Basin Way, Suite E

Saratoga, CA 95070

SEC#: 801-57695
Years in Business: 21 years

ARIA WEALTH MANAGEMENT

Website

(888) 914-0491

20640 3rd Steet
Suite 300
Saratoga, CA 95070

SEC#: 801-110703
Years in Business: 4 years

SCION ASSET MANAGEMENT, LLC

Website

(408) 441-8400

20665 4th Street
Suite 201
Saratoga, CA 95070

SEC#: 801-113529
Years in Business: 3 years

 


Saratoga, CA Financial Advisor FAQs

What credentials do you hold? Remember that credentials among financial advisors vary. The most common ones include Certified Public Accountant and Certified Financial Planner.
This is not an easy question to answer because financial advisors are often compensated in different ways. The four most common ways of compensating financial advisors are fee-based, commission-based, hourly, and retainer or annual contract.
Yes. Good advisors don't just process transactions for you, they also provide guidance and give suggestions if needed. You should trust your advisor to take care of everything so you don't have to worry about taking care of yourself!
Find out their credentials for this position and be wary of anything that seems too good to be true or promises unrealistic returns or high yields since these typically turn into scams.