Find a Financial Advisor in Simi Valley, CA

 

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

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We Only Work With The Best Simi Valley Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Simi Valley, CA


  • Financial Advisor Close to Simi Valley, 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 Simi Valley, 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 Simi Valley, CA

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

  • Population: 125,842
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $595,200
  • Average Monthly Housing Cost: $2,211
  • Average Household Income: $123,072
  • 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 Simi Valley, CA

 

TORTUGA ADVISERS LLC

Website

(626) 683-2200

2655 First Street
Suite 130
Simi Valley, CA 93065

SEC#: 801-64857
Years in Business: 15 years

HBW ADVISORY SERVICES LLC

Website

(800) 473-3856

3355 Cochran Street
Suite 100
Simi Valley, CA 93063

SEC#: 801-77333
Years in Business: 8 years

3(38) INVESTMENT FIDUCIARIES

Website

(818) 296-9529

40 West Easy St.
Suite 3
Simi Valley, CA 93065

SEC#: 801-114078
Years in Business: 3 years

MONARCH PLAN ADVISORS

Website

(818) 444-0376

40 West Easy Street
Suite 3
Simi Valley, CA 93065

SEC#: 801-111651
Years in Business: 4 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(818) 284-8555

789 Wishard Ave

Simi Valley, CA 93065

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(818) 284-8555

789 Wishard Ave

Simi Valley, CA 93065

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(818) 284-8555

789 Wishard Ave

Simi Valley, CA 93065

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(818) 284-8555

789 Wishard Ave

Simi Valley, CA 93065

SEC#: 801-79938
Years in Business: 7 years

WESCOM FINANCIAL SERVICES, LLC

Website

(888) 493-8224

2691 E. Tapo Canyon Rd., Suite E

Simi Valley, CA 93063

SEC#: 801-113359
Years in Business: 3 years

 


Simi Valley, CA Financial Advisor FAQs

The average professional fee for a financial advisor ranges from about 1% to 2% of the assets they oversee on an annual basis. Financial advisors can be either independent, or tied with a firm or bank, and this may affect how much they charge.
Financial advisors can help manage a client's overall financial picture. This includes setting up an investment plan, determining the appropriate insurance coverage for one's needs, and providing guidance on maintaining healthy credit. Their role varies depending on how much assistance they want to provide their clients with financial management, but typically it involves things like examining values, strategies and risks in order to decide if the client is heading towards trouble.
What is your financial planning process? Does this process include determining if I am on track to retire the way I had planned? Do you verify what you tell me with third-party sources like an external accountant or tax advisor (vs. only telling me what they think)?
Absolutely. In considering whether to use a financial advisor, you should weigh the cost of using an advisor against the risk that you would otherwise take on yourself by investing without expert guidance.