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

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

If you’re looking for qualified financial advisors in Mountain View, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 7 non-vetted financial advisors in Mountain View, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mountain View, California have an average of 28 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 Mountain View , California

Edelman Financial Engines, LLC

877-208-7414

Address

Hans Reese

New Stage Investment Group^®

650-458-0312

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Parker O'Sullivan

Farther Finance, LLC

310-697-6795

Address

600 Moraga Rd,
Moraga, CA 94556 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 Mountain View, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WEALTH ARCHITECTS, LLC 800 West El Camino Real, Suite 201 Mountain View, CA, 94040	135373	$1,778,292,712	2688	A percentage of AUM, Hourly charges, Fixed fees
INFANGER INVESTMENT TECHNOLOGY, LLC 2665 Marine Way, Suite 1120, Mountain View, CA, 94043	112328	$601,013,912	29	A percentage of AUM, Fixed fees
ZANBATO ADVISORS LLC 715 North Shoreline Blvd, Mountain View, CA, 94043	311620	$506,939,640	25	A percentage of AUM, Performance Based
WAVERLEY WEALTH MANAGEMENT LLC 2570 W. El Camino Real, Suite 680 Mountain View, CA, 94040	156023	$147,063,828	359	A percentage of AUM
ARTA FINANCE 153 Castro Street, Suite 200 Mountain View, CA, 94041	318714	$59,112,925	2015	A percentage of AUM, Performance Based
INRI 855 Maude Ave, Mountain View, CA, 94043	333007	$0	0	Other (FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS)
AP INVESTMENT MANAGEMENT 800 W El Camino Real, #180 Mountain View, CA, 94040	334805	$0	0	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Mountain View, California

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

List of Qualified Financial Advisors in Mountain View , California

Edelman Financial Engines, LLC

Address

Hans Reese

New Stage Investment Group®

Address

Parker O'Sullivan

Farther Finance, LLC

Address

David Roggenkamp

Commonwealth Financial Network

Address

John Cordeiro

Vintage Wealth Advisors

Address

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

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

New Stage Investment Group^®

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