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

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC 1732 North 1st Street, Suite 220 San Jose, CA, 95112	139237	$767,283,708	1514	A Percentage of AUM, Hourly charges
SILICON VALLEY RETIREMENT SERVICES, LLC 2570 N. First St, Second Floor, Suite 276 San Jose, CA, 95131	154756	$698,309,301	52	A Percentage of AUM, Fixed Fees
SILICON VALLEY CAPITAL PARTNERS, L.P. 1731 Technology Drive, Suite 810 San Jose, CA, 95110	125114	$634,230,785	1300	A Percentage of AUM
KERA CAPITAL PARTNERS 1760 The Alameda, San Jose, CA, 95126	312875	$514,374,984	384	A Percentage of AUM, Hourly charges, Fixed Fees
CONCENTRUM WEALTH MANAGEMENT 353 Piercy Road, San Jose, CA, 95138	167151	$413,462,525	1654	A Percentage of AUM, Hourly charges, Fixed Fees
CLARITY WEALTH ADVISORS 2160 The Alameda, Suite A San Jose, CA, 95126	157913	$403,699,675	1235	A Percentage of AUM, Fixed Fees
BETTERWEALTH LLC 1475 Saratoga Avenue, Suite 200 San Jose, CA, 95129	226661	$385,833,601	1192	A Percentage of AUM
SILICON VALLEY WEALTH ADVISORS, LLC 3190 S. Bascom Avenue, Suite 210 San Jose, CA, 95124	106017	$329,150,035	796	A Percentage of AUM, Hourly charges, Fixed Fees
TTP INVESTMENTS, INC. 1978 The Alameda, San Jose, CA, 95126	284082	$301,512,430	910	A Percentage of AUM, Hourly charges
BHZ CAPITAL MANAGEMENT, LP 2025 Gateway Place, Suite 405 San Jose, CA, 95110	164091	$300,641,627	2	A Percentage of AUM, Performance Based
RETIREMENT CAPITAL STRATEGIES, INC. 1190 Saratoga Ave., Suite 140, San Jose, CA, 95129	139009	$236,401,293	702	A Percentage of AUM, Hourly charges, Fixed Fees
DWR WEALTH MANAGEMENT, LLC 1884 The Alameda, San Jose, CA, 95126	133743	$149,781,660	556	A Percentage of AUM, Hourly charges, Fixed Fees
HENDERSHOTT WEALTH MANAGEMENT, LLC 2025 Gateway Place, Suite 405 San Jose, CA, 95110	170839	$142,524,588	466	A Percentage of AUM, Hourly charges, Fixed Fees
FIRSTHAND CAPITAL MANAGEMENT, INC. 150 Almaden Blvd, Suite 1250 San Jose, CA, 95113	150647	$127,865,967	3	A Percentage of AUM, Performance Based
LEGACY WEALTH ADVISORS, LLC 2001 Gateway Place, Suite 600w San Jose, CA, 95110	127758	$107,609,011	189	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around San Jose, 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 San Jose, California

How To Find The Best Financial Advisors in San Jose, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in San Jose, California

Allworth Financial

Address

Kristie Cahill

Haven Wealth Management

Address

David Roggenkamp

Commonwealth Financial Network

Address

Top Financial Advisor Firms in San Jose, California (Ranked by AUM)

Select other cities around San Jose, California to broaden your search for a financial advisor

Frequently Asked Questions

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

Find an Advisor
It's Fast, Free & Easy