Find a Financial Advisor in Sausalito, CA

 

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

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We Only Work With The Best Sausalito 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 Sausalito, CA


  • Financial Advisor Close to Sausalito, 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 Sausalito, 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 Sausalito, CA

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

  • Population: 7,116
  • % of Population 62 Years and Over: 37.3%
  • Average Home Value: $1344,800
  • Average Monthly Housing Cost: $2,512
  • Average Household Income: $210,308
  • 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 Sausalito, CA

 

CALDWELL SUTTER CAPITAL, INC.

Website

(415) 962-2526

30 Liberty Ship Way #3225

Sausalito, CA 94965

SEC#: 801-66098
Years in Business: 15 years

MARIN BAY WEALTH ADVISORS, LLC

Website

(415) 944-6457

1 Harbor Dr. Suite 300

Sausalito, CA 94965

SEC#: 801-111030
Years in Business: 4 years

HEADWATERS VOLATILITY

Website

(415) 636-9523

30 Liberty Ship Way
Ste. 3220
Sausalito, CA 94965

SEC#: 801-116744
Years in Business: 2 years

VERT ASSET MANAGEMENT LLC

Website

(415) 650-7129

85 Liberty Ship Way
Suite 201
Sausalito, CA 94965

SEC#: 801-110846
Years in Business: 4 years

APERIO GROUP, LLC

Website

(415) 339-4300

Three Harbor Drive
Suite 204
Sausalito, CA 94965

SEC#: 801-57184
Years in Business: 22 years

KARP CAPITAL MANAGEMENT CORPORATION

Website

(415) 345-8185

30 Liberty Ship Way
#3150
Sausalito, CA 94965

SEC#: 801-63195
Years in Business: 15 years

ABBREA CAPITAL, LLC

Website

(415) 894-0077

Three Harbor Drive
Suite 213
Sausalito, CA 94965

SEC#: 801-101498
Years in Business: 6 years

VERITY WEALTH ADVISORS, LLC

Website

(415) 561-3340

1505 Bridgeway
Suite 208
Sausalito, CA 94965

SEC#: 801-62022
Years in Business: 18 years

MAIN STREET RESEARCH LLC

Website

(415) 289-1010

30 Liberty Ship Way
Suite 3330
Sausalito, CA 94965

SEC#: 801-57739
Years in Business: 21 years

 


Sausalito, CA Financial Advisor FAQs

You should ask them about their fee structure, what they specialize in (stocks or bonds, personal or business), where all fees are disclosed.
You might need a financial advisor if you have a substantial number of assets that you want to invest, or if the complexity of your investments seems overwhelming.
Financial advisors typically cost around 1% of assets under management per year. Fee structures vary widely among financial advisors.
A financial advisor takes responsibility for their clients' financial interest by identifying the best possible investments given their age, risk profile, and desired timeline.