Find a Financial Advisor in Templeton, CA


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

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We Only Work With The Best Templeton 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


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


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 Templeton, CA

  • Financial Advisor Close to Templeton, 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 Templeton, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Templeton, CA

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

  • Population: 7,838
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $550,900
  • Average Monthly Housing Cost: $1,844
  • Average Household Income: $101,541
  • 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 Templeton, CA




(805) 434-2608

613 S. Main Street

Templeton, CA 93465

SEC#: 801-79445
Years in Business: 7 years


Templeton, CA Financial Advisor FAQs

A financial advisor can help you to assemble a plan for your retirement, which will involve setting up and managing an investment portfolio to achieve your goals.
If you're not sure how to invest your money, then yes. A certified financial advisor can help you set up a diversified retirement portfolio that is tailored to your specific goals and lifestyle. They'll also tell you what the best investing account options are for your income level, so it's easy to stay on track no matter what happens with the stock market.
That depends. What is your long-term financial goal? Understand what you're paying for when hiring a professional. A fee can range from 1% of assets under management per year to 3% or more, depending on the investment's complexity and risk, so it pays to do your homework when planning where to invest your money.
It's a tough question, but it all depends on what you're looking for an advisor to do. Someone whose sole focus is retirement investing may be different from someone who provides holistic financial coaching or help with your taxes.