Find a Financial Advisor in Walnut Creek, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Walnut Creek 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 Walnut Creek, CA


  • Financial Advisor Close to Walnut Creek, 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 Walnut Creek, 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 Walnut Creek, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Walnut Creek financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Walnut Creek, CA?

  • Population: 69,567
  • % of Population 62 Years and Over: 33%
  • Average Home Value: $878,500
  • Average Monthly Housing Cost: $2,003
  • Average Household Income: $141,473
  • 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 Walnut Creek, CA

 

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Website

(925) 932-0344

Two Walnut Creek Center
200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596

SEC#: 801-57272
Years in Business: 21 years

LITMAN GREGORY FUND ADVISORS LLC

Website

(925) 254-8999

1676 N. California Blvd
Suite 500
Walnut Creek, CA 94596

SEC#: 801-52710
Years in Business: 25 years

J.P. KING ADVISORS, INC.

Website

(925) 935-1555

1600 South Main Street
Suite 275
Walnut Creek, CA 94596

SEC#: 801-60296
Years in Business: 20 years

ACCUVEST GLOBAL ADVISORS

Website

(925) 930-2882

3100 Oak Road
Suite 380
Walnut Creek, CA 94597

SEC#: 801-68887
Years in Business: 13 years

JCSD CAPITAL, LLC

Website

(925) 954-7207

1676 N. California Blvd.
#630
Walnut Creek, CA 94596

SEC#: 801-107372
Years in Business: 5 years

INTEGRITY WEALTH PARTNERS, LLC

Website

(925) 300-3222

1320 Mt. Diablo Blvd.
Suite 200
Walnut Creek, CA 94596

SEC#: 801-77910
Years in Business: 8 years

CASILIO LEITCH INVESTMENTS

Website

(925) 448-2215

101 Ygnacio Valley Road
Suite 211
Walnut Creek, CA 94596

SEC#: 801-110379
Years in Business: 4 years

CASTLE ROCK WEALTH MANAGEMENT, LLC

Website

(925) 478-8800

1777 Botelho Dr.
Suite 105
Walnut Creek, CA 94596

SEC#: 801-110593
Years in Business: 4 years

WALNUT CREEK WEALTH MANAGEMENT

Website

(925) 280-1800

1850 Mt. Diablo Blvd
Suite 170
Walnut Creek, CA 94596

SEC#: 801-110685
Years in Business: 4 years

 


Walnut Creek, CA Financial Advisor FAQs

The cost of a financial advisor depends on what they do. Prices can range from $100 to $1,000+ per hour.
They usually take either a flat fee (usually $5k to $10k) for managing your money through life; or they act as your representative with money managers and make commissions--usually 1% to 2% of each investment you put in.
First make sure they have experience providing advise about investing money. All advisors need to be licensed by the state and registered with the SEC before they may give financial advice.
Financial advisors can provide information about insurance policies like life insurance and disability insurance.