What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the San Luis Obispo, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every San Luis Obispo, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Megan Carden
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brynne Speizer
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Emily Goodman
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Dillon McGill
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Eric Maldonado
CFP®, MBA
Aquila Wealth Advisors, LLC
San Luis Obispo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in San Luis Obispo, CA serving business owners locally and virtually.
Joan Wenglikowski
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Matthew Wilson
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Patrick O'Hara
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ryan Hall
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ryan Caldwell
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stuart Campbell
CFP®
EP Wealth Advisors
San Luis Obispo, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jacob Rothman
CFA®, CPA, CFP®, CKA®
Rothman Investment Management
Atascadero, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning
Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
