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

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

If you’re looking for qualified financial advisors in Los Gatos, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Los Gatos, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Los Gatos, 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 Los Gatos, California

Allworth Financial

888-242-6766

Address

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 Gatos, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
COMPREHENSIVE FINANCIAL MANAGEMENT LLC 720 University Avenue, Suite 200 Los Gatos, CA, 95032-7606	159641	$16,571,837,064	29	Hourly charges, Performance Based
SCHARF INVESTMENTS, LLC 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032	105508	$3,844,685,816	1522	A Percentage of AUM, Fixed Fees, Performance Based
LEGACY CAPITAL GROUP CALIFORNIA, INC. 459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030	111436	$424,110,455	1867	A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES)
LIBRA WEALTH LLC 16185 Los Gatos Blvd, Suite 205 Los Gatos, CA, 95032	288098	$339,409,125	505	Hourly charges, Fixed Fees
RICE FINANCIAL CONSULTING, INC. 300 E. Main Street, Los Gatos, CA, 95030	170346	$175,352,025	324	A Percentage of AUM
PARKWORTH WEALTH MANAGEMENT, INC. 475 Alberto Way, Suite 210 Los Gatos, CA, 95032	133908	$127,649,078	355	A Percentage of AUM, Hourly charges, Fixed Fees
KANE INVESTMENT MANAGEMENT, INC. 15466 Los Gatos Blvd., Suite 213 Los Gatos, CA, 95032	127337	$118,226,372	167	A Percentage of AUM, Performance Based
ASL FINANCIAL, LLC 987 University Avenue, Suite 8 Los Gatos, CA, 95032	115479	$111,952,127	251	A Percentage of AUM, Hourly charges, Fixed Fees
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC 2 North Santa Cruz Ave, Suite 201 Los Gatos, CA, 95030	173288	$107,927,290	14	A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES)
REACT INVESTMENT SOLUTIONS, LLC 459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030	150801	$0	0	A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES)

Select other cities around Los Gatos, 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 Gatos, California

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

List of Qualified Financial Advisors in Los Gatos, California

Allworth Financial

Address

Kristie Cahill

Haven Wealth Management

Address

David Roggenkamp

Commonwealth Financial Network

Address

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

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

Frequently Asked Questions

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

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