DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > rancho santa fe

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

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

If you’re looking for qualified financial advisors in Rancho Santa Fe, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 6 non-vetted financial advisors in Rancho Santa Fe, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rancho Santa Fe, California have an average of 10 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 Rancho Santa Fe, California

Edelman Financial Engines, LLC

877-208-7414

Address

Stratos Private Wealth

844-249-6534

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Erick Conway

Strong Valley Wealth & Pension

619-480-1413

Address

12555 High Bluff Dr,
Ste 210,
San Diego, CA 92109 See Details

Robert Gloss

Prudential

619-246-7365

Address

6935 Cowles Mountain Blvd,
San Diego, CA 92119 See Details

Pure Financial Advisors, LLC

619-814-4100

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Top Financial Advisor Firms in Rancho Santa Fe, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NICHOLAS INVESTMENT PARTNERS, L.P. 6451 El Sicomoro Street, Rancho Santa Fe, CA, 92067	140159	$923,903,714	32	A percentage of AUM, Performance Based
AMERICAN MONEY MANAGEMENT, LLC 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067	115357	$734,010,908	1674	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
FAIRBANKS CAPITAL MANAGEMENT, INC. 16236 San Dieguito Rd., Suite 3-28 Rancho Santa Fe, CA, 92067	107650	$342,338,326	207	A percentage of AUM, Other (SEE SCHEDULE D MISCELLANEOUS 5E (7))
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" 5531 Cancha De Golf, Suite 105 Rancho Santa Fe, CA, 92091	160657	$274,130,458	652	A percentage of AUM, Hourly charges, Fixed fees
PACIFIC POINT ADVISORS, LLC 16236 San Dieguito Road, Suite 4-21, #9491 Rancho Santa Fe, CA, 92091	310731	$212,193,287	134	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
BULL OAK CAPITAL, LLC 16236 San Dieguito Rd., Ste 4-22 Rancho Santa Fe, CA, 92067-5752	170325	$157,106,307	309	A percentage of AUM, Fixed fees

Select other cities around Rancho Santa Fe, 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 Rancho Santa Fe, California

How To Find The Best Financial Advisors in Rancho Santa Fe, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Rancho Santa Fe, California

Edelman Financial Engines, LLC

Address

Stratos Private Wealth

Address

Serena Kim

Prudential

Address

Erick Conway

Strong Valley Wealth & Pension

Address

Robert Gloss

Prudential

Address

Pure Financial Advisors, LLC

Address

Top Financial Advisor Firms in Rancho Santa Fe, California (Ranked by AUM)

Select other cities around Rancho Santa Fe, 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 Rancho Santa Fe, California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy