Find a Financial Advisor in Yolo County, CA

 

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

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We Only Work With The Best Yolo County 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 Yolo County, CA


  • Financial Advisor Close to Yolo County, 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 Yolo County, 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 Yolo County, CA

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

  • Population: 217,352
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $432,100
  • Average Monthly Housing Cost: $1,444
  • Average Household Income: $98,244
  • 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 Yolo County, CA

 

ARCHER POINTE WEALTH MANAGEMENT, LLC

Website

(530) 280-7340

231 D Street
Suite D
Davis, CA 95616

SEC#: 801-118935
Years in Business: 1 years

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Website

(530) 758-4921

1107 Kennedy Place
Suite 3
Davis, CA 95616

SEC#: 801-118793
Years in Business: 1 years

SYMPHONY FINANCIAL PLANNING LLC

Website

(530) 758-2885

1784 Picasso Avenue
Suite D
Davis, CA 95618

SEC#: 801-113617
Years in Business: 3 years

AGR PARTNERS LLC

Website

(530) 564-0626

221 First Street

Davis, CA 95616

SEC#: 801-107370
Years in Business: 5 years

NATIONWIDE SECURITIES, LLC

Website

(530) 753-0700

1777 Oak Ave Ste B

Davis, CA 95616

SEC#: 801-69260
Years in Business: 13 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(530) 757-4464

2050 Lyndell Terrace
Suite 110
Davis, CA 95618

SEC#: 801-58087
Years in Business: 20 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(530) 757-4464

2050 Lyndell Terrace
Suite 110
Davis, CA 95618

SEC#: 801-58087
Years in Business: 20 years

 


Yolo County, CA Financial Advisor FAQs

Financial advisors can help people build their wealth and shape their lives. Financial advisors help with decision-making, managing risk, and identifying savings opportunities as well as many other things.
Financial advisors help their clients make decisions about various aspects of financial life, including investment planning and management, retirement planning, education funding to future generations, and retirement income.
The first issue to look at is whether they're registered with the SEC or FINRA. There are many unregistered individuals calling themselves financial advisors who give bad advice because of their lack of qualifications, so someone who's registered with these regulatory agencies is more likely to be qualified and reliable.
Financial advisors' pay models vary widely but typically involve a commission with an annual retainer if clients continue with them year-to-year; some may offer fees for each transaction; some may charge small percentage points over market rates (often 1% per year).