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

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

If you’re looking for qualified financial advisors in San Luis Obispo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 9 non-vetted financial advisors in San Luis Obispo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Luis Obispo, California have an average of 0 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 Luis Obispo, California

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SAN LUIS WEALTH ADVISORS 735 Tank Farm Road, Suite 264 San Luis Obispo, CA, 93401	309506	$561,081,229	1254	A percentage of AUM, Hourly charges, Fixed fees
CERRO PACIFIC WEALTH ADVISORS, LLC 733 Marsh St., Suite #110 San Luis Obispo, CA, 93401	310825	$441,389,232	806	A percentage of AUM, Hourly charges
TRELLIS WEALTH ADVISORS, LLC 1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA, 93401	154861	$346,609,568	518	A percentage of AUM
NWM ADVISORS, LLC 735 Tank Farm Road, Suite 250 San Luis Obispo, CA, 93401	283714	$293,626,427	473	A percentage of AUM
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. 1101 Marsh St., San Luis Obispo, CA, 93401	287683	$263,208,720	718	A percentage of AUM, Hourly charges
PHILLIP B. WHITE CO., INC 11573 Los Osos Valley Road, Suite D San Luis Obispo, CA, 93405	300623	$244,442,472	582	A percentage of AUM, Hourly charges, Fixed fees
PROSSIMO ADVISORS LLC 1150 Osos Street, Suite 208 San Luis Obispo, CA, 93401	289347	$175,287,205	84	A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
BLUE MARBLE INVESTMENTS 1085 Higuera St., Suite 120 San Luis Obispo, CA, 93401	141354	$146,222,129	241	A percentage of AUM
WRIGHT WEALTH STRATEGIES, LLC 408 Higuera Street, Suite 120 San Luis Obispo, CA, 93401	304289	$127,600,000	316	A percentage of AUM

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