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Find The Best Financial Advisors in Campbell, 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 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

How To Find The Best Financial Advisors in Campbell , California
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 3 vetted financial advisors and 7 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 31 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 Campbell , California

Edelman Financial Engines, LLC

877-208-7414

Address

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

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

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

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	$1,034,210,069	22	A percentage of AUM, Performance Based
WADE FINANCIAL ADVISORY, INC. 2105 S. Bascom Avenue, Suite 110 Campbell, CA, 95008	108627	$672,931,878	255	A percentage of AUM, Hourly charges, Fixed fees
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC 901 Campisi Way, Suite 140 Campbell, CA, 95008	118319	$237,662,116	480	A percentage of AUM, Hourly charges
KAIZEN FINANCIAL STRATEGIES, LLC 2105 South Bascom Ave, Suite 295 Campbell, CA, 95008	298248	$182,673,115	651	A percentage of AUM, Hourly charges, Fixed fees
SEEK FIRST INC. 1999 South Bascom Ave, Suite 700 Campbell, CA, 95008	312546	$135,000,000	150	Hourly charges, Fixed fees
PRUNEYARD FINANCIAL GROUP, INC. 51 East Campbell Avenue, Suite 140 Campbell, CA, 95008	117378	$123,395,435	277	A percentage of AUM, Fixed fees
ENTRUST INVESTMENT SERVICES, INC 1901 S Bascom Avenue, Suite 1150 Campbell, CA, 95008	324860	$91,572,146	121	A percentage of AUM, Hourly charges

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Find The Best Financial Advisors in Campbell, California

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

List of Qualified Financial Advisors in Campbell , California

Edelman Financial Engines, LLC

Address

David Roggenkamp

Commonwealth Financial Network

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy