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Find The Best Financial Advisors in Burlingame, California

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Burlingame is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Burlingame & pick the one as per your needs

How To Find The Best Financial Advisors in Burlingame, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Burlingame, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Burlingame, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Burlingame, California have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Burlingame, California

Hans Reese

New Stage Investment Group<sup>®</sup>

650-458-0312

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Kristie Cahill

Haven Wealth Management

415-878-1177

Address

One Sansome St., Ste. 3500,
San Francisco, CA 94104 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Paul Stanley

Granite Bay Wealth Management LLC

415-598-0876

Address

22 Deer Street, Suite 200 Portsmouth, NH 03801,
Serving San Francisco Bay Area,
Walnut Creek, CA 94596 See Details

Allworth Financial

888-242-6766

Address

Top Financial Advisor Firms in Burlingame, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ALTOS VENTURES MANAGEMENT, INC. 250 California Drive, Floor 4 Burlingame, CA, 94010	162777	$7,598,083,777	57	A Percentage of AUM, Performance Based
GUIDELINE, INC. 1412 Chapin Avenue, Burlingame, CA, 94010	281515	$7,263,423,988	40348	A Percentage of AUM
NEWVIEW CAPITAL MANAGEMENT, LLC 1201 Howard Avenue, Suite 101 Burlingame, CA, 94010	298161	$3,953,094,155	15	A Percentage of AUM, Performance Based
VIRGO INVESTMENT GROUP LLC 1201 Howard Avenue, 3rd Floor Burlingame, CA, 94010	157297	$1,619,825,929	18	A Percentage of AUM, Performance Based, Other (INVESTMENT-RELATED FEES)
ARC70 ADVISERS LP 345 Lorton Avenue, Suite 203 Burlingame, CA, 94010	288087	$1,058,092,604	4	A Percentage of AUM, Performance Based
SENTINEL DOME PARTNERS, LLC 1350 Bayshore Hwy, Ste 905 Burlingame, CA, 94010	172019	$905,161,379	19	A Percentage of AUM, Performance Based
DARWIN VENTURES, LLC 315 Primrose Road, Burlingame, CA, 94010	157665	$580,921,680	10	A Percentage of AUM, Performance Based
KEENAN CAPITAL, LLC 1229 Burlingame Avenue, Suite 201 Burlingame, CA, 94010	167390	$550,155,005	1	A Percentage of AUM, Performance Based
OCCIDENTAL ASSET MANAGEMENT, LLC 301 California Drive #9, Burlingame, CA, 94010	168650	$494,389,160	1385	A Percentage of AUM
ONE01 CAPITAL, L.P. 1350 Bayshore Highway, Suite 500 Burlingame, CA, 94010	290652	$331,618,054	3	A Percentage of AUM, Performance Based
TWIN PEAKS WEALTH ADVISORS 1008 Carolan Ave, Unit 1301 Burlingame, CA, 94010	323817	$273,472,190	1312	A Percentage of AUM, Hourly charges, Fixed Fees
BENGAL ASSET MANAGEMENT, LLC 1440 Chapin Avenue, Suite 205 Burlingame, CA, 94010	168688	$273,326,070	3	A Percentage of AUM, Performance Based
GREE CAPITAL PARTNERS, LLC 1350 Bayshore Highway, Suite 920 Burlingame, CA, 94010	301593	$165,764,827	10	A Percentage of AUM, Performance Based
GAVILAN INVESTMENT PARTNERS LLC 330 Primrose Rd., Suite 208 Burlingame, CA, 94010	311134	$128,714,995	2	A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS)

Select other cities around Burlingame, California to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Burlingame, California

How To Find The Best Financial Advisors in Burlingame, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Burlingame, California

Hans Reese

New Stage Investment Group<sup>&reg;</sup>

Address

Kristie Cahill

Haven Wealth Management

Address

David Roggenkamp

Commonwealth Financial Network

Address

Paul Stanley

Granite Bay Wealth Management LLC

Address

Allworth Financial

Address

Top Financial Advisor Firms in Burlingame, California (Ranked by AUM)

Select other cities around Burlingame, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Burlingame, California
Last Updated - 13-Jun-2023

New Stage Investment Group<sup>®</sup>

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