DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > san luis obispo

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 1 vetted financial advisors and 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 14 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

Bryan Foronjy

Foronjy Financial

805-600-1600

Address

956 Walnut St,
Suite 200,
San Luis Obispo, CA 93401 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WEALTHSOURCE® 735 Tank Farm Road, Suite 240 San Luis Obispo, CA, 93401	282202	$1,915,866,644	6375	A Percentage of AUM, Hourly charges, Fixed Fees
WACKER WEALTH PARTNERS, LLC 892 Aerovista Place, Suite 220 San Luis Obispo, CA, 93401	145931	$1,027,296,055	699	A Percentage of AUM, Fixed Fees
SAN LUIS WEALTH ADVISORS 735 Tank Farm Road, Suite 264 San Luis Obispo, CA, 93401	309506	$495,028,123	1068	A Percentage of AUM, Hourly charges, Fixed Fees
CERRO PACIFIC WEALTH ADVISORS, LLC 733 Marsh St., Suite #110 San Luis Obispo, CA, 93401	310825	$351,253,887	763	A Percentage of AUM, Hourly charges
TRELLIS WEALTH ADVISORS, LLC 1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA, 93401	154861	$307,490,707	462	A Percentage of AUM
PHILLIP B. WHITE CO., INC 11573 Los Osos Valley Road, Suite D San Luis Obispo, CA, 93405	300623	$217,466,000	582	A Percentage of AUM, Hourly charges, Fixed Fees
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. 1101 Marsh St., San Luis Obispo, CA, 93401	287683	$214,206,344	684	A Percentage of AUM, Hourly charges
NWM ADVISORS, LLC 735 Tank Farm Road, Suite 250 San Luis Obispo, CA, 93401	283714	$211,225,524	393	A Percentage of AUM
PROSSIMO ADVISORS LLC 1150 Osos Street, Suite 208 San Luis Obispo, CA, 93401	289347	$152,577,268	79	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	$123,471,766	241	A Percentage of AUM

Select other cities around San Luis Obispo, 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?

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.