Find a Financial Advisor in Sebastopol, CA

 

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

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We Only Work With The Best Sebastopol 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 Sebastopol, CA


  • Financial Advisor Close to Sebastopol, 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 Sebastopol, 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 Sebastopol, CA

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

  • Population: 7,760
  • % of Population 62 Years and Over: 27%
  • Average Home Value: $665,200
  • Average Monthly Housing Cost: $1,511
  • Average Household Income: $100,197
  • 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 Sebastopol, CA

 

WILLOW CREEK WEALTH MANAGEMENT, INC.

Website

(707) 829-1146

825 Gravenstein Hwy. N.
Ste. #5
Sebastopol, CA 95472

SEC#: 801-56562
Years in Business: 22 years

GREYLOCK PEAK INVESTMENTS, LLC

Website

(646) 822-1269

125 S. Main Street
#104
Sebastopol, CA 95472

SEC#: 801-117887
Years in Business: 1 years

ABACUS WEALTH PARTNERS, LLC

Website

(707) 829-6901

101 S Main Street

Sebastopol, CA 95472

SEC#: 801-62557
Years in Business: 17 years

 


Sebastopol, CA Financial Advisor FAQs

Most financial advisors offer some type of retainer fee, monthly maintenance charge, hourly fee, commission percentage (i.e. 1-3% on transactions), or combination thereof in order to provide service.
Yes. You may not require a financial advisor if you already have a savings plan with a specific goal or you have enough money in your savings account. But for those who are beginning from scratch, it would be wise to find an adviser who can help establish and keep their finances on track as they grow.
Financial advisors typically charge an annual percentage of assets for their services, charging fees by either a monthly basis, yearly basis, or some combination.
It is important to establish a relationship with a financial advisor who can help you build and maintain your retirement portfolio by including diversification across asset classes, low-cost index funds, and diverse portfolios.