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

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

If you’re looking for qualified financial advisors in Los Altos, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Los Altos, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Los Altos, 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 Los Altos, California

Allworth Financial

888-242-6766

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STRATEGY CAPITAL LLC 1 First Street, Suite 13 Los Altos, CA, 94022-2756	169007	$509,387,000	5	A Percentage of AUM, Performance Based
RILEY FRIEDMAN ASSET MANAGEMENT 4984 El Camino Real, Suite 101, Los Altos, CA, 94022	155810	$406,505,193	554	A Percentage of AUM
FLYWHEEL PRIVATE WEALTH LLC 4 Main Street, Suite 240 Los Altos, CA, 94022	325690	$264,175,226	281	A Percentage of AUM
DIVERSIFI CAPITAL LLC 4546 El Camino Real B10, #1013 Los Altos, CA, 94022	242788	$226,525,600	665	A Percentage of AUM, Fixed Fees, Performance Based
JOHNSON LYMAN WEALTH ADVISORS 4966 El Camino Real, Suite 109 Los Altos, CA, 94022	150150	$134,863,797	53	A Percentage of AUM, Fixed Fees
GATES PASS ADVISORS, LLC 280 2nd Street, Suite 280, Los Altos, CA, 94022	269983	$125,302,667	211	A Percentage of AUM, Fixed Fees
CHANGING PARAMETERS, LLC 201 Main Street, Suite 150 Los Altos, CA, 94022	132551	$92,194,442	257	A Percentage of AUM

Select other cities around Los Altos, 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 Los Altos, California

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

List of Qualified Financial Advisors in Los Altos, California

Allworth Financial

Address

Hans Reese

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

Address

Kristie Cahill

Haven Wealth Management

Address

David Roggenkamp

Commonwealth Financial Network

Address

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

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

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

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