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 Campbell is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Campbell & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Campbell, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Campbell, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Campbell, California have an average of 26 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FOUNDERS CIRCLE CAPITAL, LLC 1999 S. Bascom Avenue, Suite 700 Campbell, CA, 95008 | 166012 | $1,121,203,460 | 21 | A Percentage of AUM, Performance Based |
WADE FINANCIAL ADVISORY, INC. 2105 S. Bascom Avenue, Suite 110 Campbell, CA, 95008 | 108627 | $604,881,817 | 260 | A Percentage of AUM, Hourly charges, Fixed Fees |
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC 901 Campisi Way, Suite 140 Campbell, CA, 95008 | 118319 | $183,749,762 | 470 | A Percentage of AUM, Hourly charges |
KAIZEN FINANCIAL STRATEGIES, LLC 2105 South Bascom Ave, Suite 295 Campbell, CA, 95008 | 298248 | $141,286,698 | 625 | A Percentage of AUM, Hourly charges, Fixed Fees |
PRUNEYARD FINANCIAL GROUP, INC. 51 East Campbell Avenue, Suite 140 Campbell, CA, 95008 | 117378 | $115,734,200 | 298 | A Percentage of AUM, Fixed Fees |
SEEK FIRST INC. 1999 South Bascom Ave, Suite 700 Campbell, CA, 95008 | 312546 | $111,000,000 | 305 | Hourly charges, Fixed Fees |
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