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Find The Best Financial Advisors in San Luis Obispo, California

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 - 26-Mar-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 2 vetted financial advisors and 14 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 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 San Luis Obispo, California

advisor-photo

Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805-600-1600

advisor-photo

The AdvisoryOne Group

The AdvisoryOne Group

Grover Beach

Grover Beach, CA 93433

312-819-2408

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
WEALTHSOURCEý
735 Tank Farm Road, Suite 240 San Luis Obispo, CA 93401
282202 $1,928,232,655 5116 A percentage of AUM
Hourly charges
Fixed fees
WACKER WEALTH PARTNERS, LLC
892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401
145931 $1,203,086,204 672 A percentage of AUM
Fixed fees
SAN LUIS WEALTH ADVISORS
735 Tank Farm Road, Suite 264 San Luis Obispo, CA 93401
309506 $395,257,212 522 A percentage of AUM
Hourly charges
Fixed fees
CERRO PACIFIC WEALTH ADVISORS, LLC
733 Marsh St., Suite #110 San Luis Obispo, CA 93401
310825 $346,715,581 637 A percentage of AUM
Hourly charges
TRELLIS WEALTH ADVISORS, LLC
1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA 93401
154861 $335,160,359 461 A percentage of AUM
PHILLIP B. WHITE CO., INC
11573 Los Osos Valley Road, Suite D San Luis Obispo, CA 93405
300623 $256,162,431 581 A percentage of AUM
Hourly charges
Fixed fees
NWM ADVISORS, LLC
735 Tank Farm Road, Suite 250 San Luis Obispo, CA 93401
283714 $247,120,840 386 A percentage of AUM
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
1101 Marsh St., San Luis Obispo, CA 93401
287683 $224,699,807 1134 A percentage of AUM
Hourly charges
PROSSIMO ADVISORS LLC
1150 Osos Street, Suite 208 San Luis Obispo, CA 93401
289347 $181,348,260 80 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 $134,501,416 340 A percentage of AUM

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Deborah Garza
Inquire with Deborah
1521 Higuera St, Ste A San Luis Obispo, CA 93401 805-781-3700
Stephen W Tetmeir
Inquire with Stephen
1521 Higuera St, Ste A San Luis Obispo, CA 93401 805-781-3700
Kurt Kennedy
Inquire with Kurt
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2408
Deborah Sullivan
Inquire with Deborah
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2401
Clarke Team
Inquire with Clarke
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2444
Donald R. Waller
Inquire with Donald
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2425
Chandra Platt
Inquire with Chandra
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2451
Allstate Personal Financial Representative: Anthony Rutz
Inquire with Allstate
3211 Broad St, Ste 117 San Luis Obispo, CA 93401 805-329-4232
Morgan Stanley Financial Advisors
Inquire with Morgan
1321 Osos Street, Ste 210 San Luis Obispo, CA 93401 805-549-2400
Obispo Wealth Management
Inquire with Obispo
560 Higuera Street, Suite A San Luis Obispo, CA 93401 805-541-6500

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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