Find a Financial Advisor in Woodside, CA

 

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

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We Only Work With The Best Woodside 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 Woodside, CA


  • Financial Advisor Close to Woodside, 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 Woodside, 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 Woodside, CA

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

  • Population: 5,542
  • % of Population 62 Years and Over: 26.5%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $3,518
  • Average Household Income: $437,352
  • 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 Woodside, CA

 

BENNICAS & ASSOCIATES, INC.

Website

(650) 851-4601

2995 Woodside Rd, Ste 250

Woodside, CA 94062

SEC#: 801-35762
Years in Business: 31 years

GSV ASSET MANAGEMENT, LLC

Website

(650) 235-4777

The Pioneer Building
2925 Woodside Road
Woodside, CA 94062

SEC#: 801-71749
Years in Business: 11 years

HIGHTOWER ADVISORS, LLC

Website

(650) 433-3551

320 Family Farm Road

Woodside, CA 94062

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(650) 433-3551

320 Family Farm Road

Woodside, CA 94062

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(650) 433-3551

320 Family Farm Road

Woodside, CA 94062

SEC#: 801-69625
Years in Business: 13 years

SAGEVIEW ADVISORY GROUP, LLC

Website

(650) 260-8640

2995 Woodside Road
#450
Woodside, CA 94062

SEC#: 801-64265
Years in Business: 16 years

HIGHTOWER ADVISORS, LLC

Website

(650) 433-3551

320 Family Farm Road

Woodside, CA 94062

SEC#: 801-69625
Years in Business: 13 years

FISHER ASSET MANAGEMENT, LLC

Website

(800) 851-8845

13100 Skyline Boulevard

Woodside, CA 94062

SEC#: 801-29362
Years in Business: 34 years

RUNWAY GROWTH CAPITAL LLC

Website

(650) 645-9751

2925 Woodside Road

Woodside, CA 94062

SEC#: 801-108476
Years in Business: 5 years

 


Woodside, CA Financial Advisor FAQs

Financial advisors can cost anywhere from 1-10% of your total wealth, but it's rare to find them at less than 2%.
A financial advisor provides advice and consultation on the best ways to allocate your assets, such as stocks, bonds, real estate or other investments. They usually combine solid analysis skills with their knowledge of intricate tax implications and financial instruments.
This entirely depends on where you live, your situation and what exactly a financial advisor does for you. Financial advisors charge a fee to help investors manage their money from the allocation of assets, assisting with planning future finances and generating reports about investment performance. Fees can range anywhere from nothing to half an hourly rate up to 2% or more of the account value managed.
Financial advisors are the experts when it comes to financial planning, so you'll want to speak with one about your individual circumstances.