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Find The Best Financial Advisors in San Mateo, 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 San Mateo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Mateo & pick the one as per your needs

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

If you’re looking for qualified financial advisors in San Mateo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 8 non-vetted financial advisors in San Mateo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Mateo, 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 San Mateo , California

Edelman Financial Engines, LLC

877-208-7414

Address

2175 North California Boulevard,
Suite 800,
Walnut Creek, CA 94596 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

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

John Cordeiro

Vintage Wealth Advisors

707-492-5100

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
IEQ CAPITAL, LLC 950 Tower Lane, Suite 1800 Foster City, CA, 94404	301819	$23,584,354,606	1434	A percentage of AUM, Fixed fees
BAILARD, INC. 950 Tower Ln, Ste 1900 Foster City, CA, 94404-2131	110550	$6,062,652,350	2451	A percentage of AUM, Fixed fees, Performance Based
BERTRAM CAPITAL MANAGEMENT LLC 950 Tower Lane, Suite 1000 Foster City, CA, 94404	156920	$3,524,525,041	1	A percentage of AUM, Performance Based
SUMMITRY, LLC 919 Hillsdale Blvd., Suite 150 Foster City, CA, 94404	128586	$2,450,702,244	1301	A percentage of AUM
AMERICAN INFRASTRUCTURE 950 Tower Lane, Suite 750 Foster City, CA, 94404	299402	$1,559,458,349	5	A percentage of AUM, Performance Based
NIPUN CAPITAL, L.P. 950 Tower Lane, Suite 1625 Foster City, CA, 94404	159752	$1,375,464,098	7	A percentage of AUM, Performance Based
NEUMANN CAPITAL MANAGEMENT 303 Vintage Park Drive, Suite 100, Foster City, CA, 94404-1167	112182	$506,151,502	564	A percentage of AUM
KNUFF & COMPANY LLC 950 Tower Lane, Suite 1525 Foster City, CA, 94404	298203	$308,459,382	25	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in San Mateo, California

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

List of Qualified Financial Advisors in San Mateo , California

Edelman Financial Engines, LLC

Address

David Roggenkamp

Commonwealth Financial Network

Address

John Cordeiro

Vintage Wealth Advisors

Address

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

Select other cities around San Mateo, 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 San Mateo , California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy