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

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

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

Hans Reese

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

650-458-0312

Address

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

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

Paul Stanley

Granite Bay Wealth Management LLC

415-598-0876

Address

22 Deer Street, Suite 200 Portsmouth, NH 03801,
Serving San Francisco Bay Area,
Walnut Creek, CA 94596 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 Redwood City, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DORSAL CAPITAL MANAGEMENT, LP 203 Redwood Shores Parkway, Redwood City, CA, 94065	160224	$4,666,856,704	7	A Percentage of AUM, Performance Based
TEAM HEWINS, LLC 203 Redwood Shores Parkway, Suite 550 Redwood City, CA, 94065	291194	$2,173,718,910	1547	A Percentage of AUM, Hourly charges, Fixed Fees
SQN INVESTORS LP 510 Shannon Way, No. 2111 Redwood City, CA, 94065	171505	$494,599,241	11	A Percentage of AUM, Other (PERFORMANCED BASED PROFIT ALLOCATION)
SER CAPITAL PARTNERS MANAGEMENT, LP 3 Twin Dolphin Drive, Suite 260 Redwood City, CA, 94065	307713	$471,449,198	8	A Percentage of AUM, Performance Based
WEALTHVALUES, LLC 303 Twin Dolphin Dr., Suite 600 Redwood City, CA, 94065	140004	$337,451,486	150	A Percentage of AUM, Hourly charges, Fixed Fees
ACUTA CAPITAL PARTNERS, LLC 255 Shoreline Drive, Suite 515 Redwood City, CA, 94065	158869	$279,460,422	3	A Percentage of AUM, Performance Based
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 555 Twin Dolphin Drive, Suite 320, Redwood City, CA, 94065	120267	$237,516,254	454	A Percentage of AUM, Hourly charges, Fixed Fees
GRIFFIN BLACK, INC. 702 Marshall Street, Suite 411 Redwood City, CA, 94063	134684	$186,548,590	582	A Percentage of AUM, Hourly charges, Fixed Fees
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT 3 Lagoon Drive, Suite 155 Redwood City, CA, 94065	110263	$185,936,430	615	A Percentage of AUM, Fixed Fees
OCEANIQ CAPITAL, LLC 275 Shoreline Drive, Unit 120 Redwood City, CA, 94065	168062	$114,826,935	259	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
REDWOOD PARK ADVISORS 3 Twin Dolphin Drive, Suite 210 Redwood City, CA, 94065	307958	$109,917,347	246	A Percentage of AUM, Hourly charges, Fixed Fees
CERTUS WEALTH MANAGEMENT LLC 303 Twin Dolphin Drive, Suite 600 # 59 Redwood City, CA, 94065	318830	$108,357,179	357	A Percentage of AUM, Fixed Fees

Select other cities around Redwood City, 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 Redwood City, California

How To Find The Best Financial Advisors in Redwood City, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Redwood City, California

Hans Reese

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

Address

Allworth Financial

Address

Kristie Cahill

Haven Wealth Management

Address

Paul Stanley

Granite Bay Wealth Management LLC

Address

David Roggenkamp

Commonwealth Financial Network

Address

Top Financial Advisor Firms in Redwood City, California (Ranked by AUM)

Select other cities around Redwood City, California to broaden your search for a financial advisor

Frequently Asked Questions

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

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

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