Find a Financial Advisor in Solano County, CA

 

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

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We Only Work With The Best Solano 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 Solano County, CA


  • Financial Advisor Close to Solano 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 Solano 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 Solano County, CA

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

  • Population: 441,829
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $419,700
  • Average Monthly Housing Cost: $1,701
  • Average Household Income: $100,842
  • 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 Solano County, CA

 

SOLANO WEALTH MANAGEMENT, INC.

Website

(707) 435-8400

1300 Oliver Road
#210
Fairfield, CA 94534

SEC#: 801-110665
Years in Business: 4 years

EPSILON FINANCIAL GROUP, INC.

Website

(707) 428-5500

2801 Waterman Blvd., Suite 250

Fairfield, CA 94534

SEC#: 801-62454
Years in Business: 18 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

FIRST ADVISORS NATIONAL, LLC

Website

(185) 532-7427

4600 Avondale Circle

Fairfield, CA 94533

SEC#: 801-77440
Years in Business: 8 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

ALLWORTH FINANCIAL, L.P.

Website

(707) 299-3868

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

SEC#: 801-68255
Years in Business: 14 years

SORRENTO PACIFIC FINANCIAL, LLC

Website

(800) 848-1088

4550 Mangels Blvd.
Westamerica Bank
Fairfield, CA 94534

SEC#: 801-70354
Years in Business: 12 years

FIRST ADVISORS NATIONAL, LLC

Website

(185) 532-7427

4600 Avondale Circle

Fairfield, CA 94533

SEC#: 801-77440
Years in Business: 8 years

 


Solano County, CA Financial Advisor FAQs

A financial advisor can help you set a budget, find investments that work with your risk tolerance, and oversee your entire portfolio to grow over time.
Financial advisors are responsible for managing people's investments, personal finances, and providing advice. Typically, they have a great understanding of budgets and investments, life events like purchasing a home, the importance of insurance coverage, etc.
You may want to work with an advisor who has strong credentials and experience, including CFP certification, before you decide whether or not to hire them.
Fee-only advisors charge a flat rate for their services and no commissions, meaning they have no incentive to push certain products over others. In contrast, commission based advisors get a percentage of the sale when their client buys a product from them.