Find a Financial Advisor in South San Francisco, CA

 

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

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We Only Work With The Best South San Francisco 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 South San Francisco, CA


  • Financial Advisor Close to South San Francisco, 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 San Francisco, 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 San Francisco, CA

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

  • Population: 67,408
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $849,200
  • Average Monthly Housing Cost: $2,205
  • Average Household Income: $129,305
  • 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 San Francisco, CA

 

STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP

Website

(626) 437-2771

400 Oyster Point Blvd., #229

South San Francisco, CA 94080

SEC#: 801-119164
Years in Business: 1 years

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.

Website

(650) 238-5000

601 Gateway Boulevard
Suite 1270
South San Francisco, CA 94080

SEC#: 801-116920
Years in Business: 2 years

MILL ROAD CAPITAL MANAGEMENT LLC

Website

(650) 273-5775

400 Oyster Point Boulevard
Suite 526
South San Francisco, CA 94080

SEC#: 801-73642
Years in Business: 9 years

 


South San Francisco, CA Financial Advisor FAQs

The role of a Financial Advisor is to proactively manage your financial life by taking care of many facets of it for you. Your advisor can help with current problems or require proactive steps ahead. An example might be an advisor looking at whether the client has enough set aside for retirement, examining what investment choices may have been made previously, assessing how well they fit together today for returning money needed down the road, and determining which investments need attention (e.g., balancing risk).
Financial advisors typically charge by the hour, with rates that range from $100 - $250 per hour. When you work with an advisor, your costs will depend on the frequency of your meetings and how much support is needed. It would be acceptable to ask also what types of services they provide such as if they offer portfolio management or brokerage services too in addition to just providing advice. A servicing fee may apply depending on the type of service they offer and is usually up to 1%.
Ask friends and family members for referrals to financial advisors they've had success with, or search online for local advisors. Request a meeting or phone call without making the decision up front. Make sure during your meeting that you feel comfortable and taken care of. If you get any red flags such as pushiness or aggressiveness, don't be afraid to say no and leave politely. If it's not a good fit, keep looking.
A financial advisor can help individuals manage their finances by providing their clients with guidance on stocks, bonds, pensions plans and tax-deferred investing. A person without the proper experience or training may wind up making an unwise investment decision due to love of the art or jealousy for his/her neighbor's new car rather than what is best for the client.