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 Santa Barbara is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Barbara & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Santa Barbara, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Santa Barbara, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Barbara, California have an average of 16 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
OAK ROOT LLC 1059 Summit Road, Montecito, CA, 93108 | 246788 | $666,000,000 | 115 | A Percentage of AUM, Other (SELECTION OF OTHER ADVISERS FEES) |
YIELD CAPITAL PARTNERS LLC 1445 East Mountain Drive, Montecito, CA, 93108 | 172281 | $327,948,012 | 12 | A Percentage of AUM, Performance Based |
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