Find a Financial Advisor in South Pasadena, CA

 

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

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We Only Work With The Best South Pasadena 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 South Pasadena, CA


  • Financial Advisor Close to South Pasadena, 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 South Pasadena, 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 South Pasadena, CA

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

  • Population: 25,661
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $1117,400
  • Average Monthly Housing Cost: $1,974
  • Average Household Income: $156,525
  • 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 South Pasadena, CA

 

NEWBURY CAPITAL MANAGEMENT, LLC

Website

(626) 796-8898

812 Fremont Ave.
Suite 101
South Pasadena, CA 91030

SEC#: 801-110353
Years in Business: 4 years

GREENLAKE ASSET MANAGEMENT LLC

Website

(626) 529-1080

1416 El Centro st #200

South Pasadena, CA 91030

SEC#: 801-113768
Years in Business: 3 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(626) 441-5181

807 Fremont Avenue

South Pasadena, CA 91030

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(626) 441-5181

807 Fremont Avenue

South Pasadena, CA 91030

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(626) 441-5181

807 Fremont Avenue

South Pasadena, CA 91030

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(626) 441-5181

807 Fremont Avenue

South Pasadena, CA 91030

SEC#: 801-80575
Years in Business: 7 years

 


South Pasadena, CA Financial Advisor FAQs

A financial advisor offers advice on investing, insurance, taxes and retirement. Financial advisors are held to rigorous standards of professional conduct with regards to fiduciary responsibility.
At the very least, you'll want to know if they are licensed by their state. Also, make sure you're on the same page about what kind of investments they will recommend for you -- stocks, bonds, treasuries etc. Questions like Do I need life insurance? or Can you help me plan for my insurance needs? are also important.
The answer largely depends on your current financial situation and, of course, what you hope to achieve with your advisor help. A financial advisor can provide peace and reassurance for those who worry about their ability to handle things. They could also be there for all the other times an individual needs someone impartial to talk through their options with them- such as when they receive a windfall or plan for retirement or want advice on dealing with an inheritance or estate planning issues. In summary, having a professional by your side is usually helpful in the long term if you struggle feeling confident about managing money yourself.
A financial advisor should be relatively affordable. Most financial advisors are paid on a commission-based payrate. The average cost for an investment advisor is about 1% of assets per year--which includes both the transactions and fees incurred in managing the investment.