Find a Financial Advisor in Shasta County, CA

 

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

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We Only Work With The Best Shasta County 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 Shasta County, CA


  • Financial Advisor Close to Shasta County, 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 Shasta County, 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 Shasta County, CA

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

  • Population: 179,212
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $264,500
  • Average Monthly Housing Cost: $1,074
  • Average Household Income: $73,415
  • 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 Shasta County, CA

 

RUBICON ADVISORS

Website

(530) 223-5357

1640 East Cypress
Suite A
Redding, CA 96003

SEC#: 801-109012
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 223-2020

3011 Victor Avenue

Redding, CA 96002

SEC#: 801-107913
Years in Business: 5 years

WCG WEALTH ADVISORS, LLC

Website

(530) 605-1397

457 Knollcrest Dr
Suite 130
Redding, CA 96002

SEC#: 801-80386
Years in Business: 7 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

448 Redcliff Dr. Ste 115

Redding, CA 96002

SEC#: 801-111077
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 223-2020

3011 Victor Avenue

Redding, CA 96002

SEC#: 801-107913
Years in Business: 5 years

RUBICON ADVISORS, GP

Website

(530) 722-4375

1260 Pine Street

Redding, CA 96001

SEC#: 801-109012
Years in Business: 4 years

RUBICON ADVISORS, GP

Website

(530) 722-4312

1380 Hilltop Dr.

Redding, CA 96003

SEC#: 801-109012
Years in Business: 4 years

WCG WEALTH ADVISORS, LLC

Website

(530) 605-1397

457 Knollcrest Dr
Suite 130
Redding, CA 96002

SEC#: 801-80386
Years in Business: 7 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

448 Redcliff Dr. Ste 115

Redding, CA 96002

SEC#: 801-111077
Years in Business: 4 years

 


Shasta County, CA Financial Advisor FAQs

Personal finance is as personal as anything can be. As such, it's vital to work with a professional that we trust and feel comfortable working with in order not just to avoid the mistakes that we might make if we go it alone, but also for the positive guidance and expertise they can offer along the way.
Financial advisors are in charge of helping clients invest wisely and retire soundly. They study the trends in investments, manage taxes, readjust portfolios, and help with retirement planning.
It's a good idea to do some research first before choosing an advisor, review their qualifications and experience as well as what services they offer so you can choose the right person for you.
Job titles vary in different environments, but typically financial advisors are either commission-based or fee-only.