DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > lafayette

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

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

If you’re looking for qualified financial advisors in Lafayette, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 6 non-vetted financial advisors in Lafayette, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lafayette, 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.

List of Qualified Financial Advisors in Lafayette , California

David Bobrowsky

Gateway Financial Advisors, Inc.

925-322-0799

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Parker O'Sullivan

Farther Finance, LLC

310-697-6795

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

MC Financial Partners

925-575-8881

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 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 Lafayette, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GIFFORD FONG ASSOCIATES 3658 Mt. Diablo Blvd., Suite 200 Lafayette, CA, 94549-3751	142917	$471,866,324	1	A percentage of AUM
THE FOUNDATION INVESTMENT GROUP 3466 Mt. Diablo Blvd., Suite C-201 Lafayette, CA, 94549	318369	$241,926,123	532	A percentage of AUM, Fixed fees
WALLACE ADVISORY GROUP, LLC 3658 Mount Diablo Boulevard, Suite 225 Lafayette, CA, 94549	281049	$225,000,000	140	A percentage of AUM, Fixed fees
LEWIS ASSET MANAGEMENT 985 Moraga Rd., Suite 207 Lafayette, CA, 94549	143409	$214,315,704	542	A percentage of AUM
GARNER FINANCIAL MANAGEMENT 3620 Happy Valley Road, Suite 103 Lafayette, CA, 94549	131628	$148,375,516	311	A percentage of AUM, Hourly charges, Fixed fees
LLOYD TEVIS INVESTMENTS, LLC 3658 Mt Diablo Blvd, Suite 201, Lafayette, CA, 94549	323061	$297,000	3	A percentage of AUM, Hourly charges, Fixed fees

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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Lafayette, California

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

List of Qualified Financial Advisors in Lafayette , California

David Bobrowsky

Gateway Financial Advisors, Inc.

Address

Edelman Financial Engines, LLC

Address

Parker O'Sullivan

Farther Finance, LLC

Address

MC Financial Partners

Address

David Roggenkamp

Commonwealth Financial Network

Address

John Cordeiro

Vintage Wealth Advisors

Address

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

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

Find an Advisor
It's Fast, Free & Easy