Top Financial Advisors In San Luis Obispo, CA

LIFEPOINT FINANCIAL DESIGN is a reputable financial advisor firm that offers personalized and comprehensive financial planning services to its clients. They have a team of experienced advisors who aim to help clients achieve their financial goals. With over 10 years of experience in the industry, LIFEPOINT FINANCIAL DESIGN provides valuable insights and advice to aid clients in making informed financial decisions.

The firm has $50 million in assets under management and employs 10 advisors. They offer a range of financial services such as retirement planning, investment management, insurance planning, and more. Their clients include individuals, families, business owners, and high net worth individuals. They charge a fee based on a percentage of the assets under management and may also receive compensation from third-party products or services. However, they adhere to a strict fiduciary standard and always act in the best interest of their clients.

LIFEPOINT FINANCIAL DESIGN was founded by a group of financial experts with a mission to help individuals and families achieve financial security. They continuously improve and expand their knowledge to better serve their clients. The firm is registered with the SEC and has a clean record without any disciplinary actions or regulatory disclosures.

Wright Wealth Strategies, LLC is a leading financial consulting firm that offers strategic wealth management and planning services to individuals, families, and businesses. Founded in 2005, the company has grown to become a trusted source of financial expertise, providing clients with personalized and comprehensive solutions to help them achieve their long-term financial goals. With over 75 years of combined experience, the team at Wright Wealth Strategies, LLC is comprised of highly qualified and knowledgeable financial experts who are committed to providing top-notch service to their clients. This expertise, combined with the company's cutting-edge technology and innovative strategies, allows them to offer tailored solutions that meet the unique needs of each client. Wright Wealth Strategies, LLC takes a holistic approach to wealth management, considering every aspect of a client's financial situation before crafting a personalized plan. Their services include investment management, retirement planning, risk management, estate planning, and tax planning. The company has an impressive track record of success, with a client retention rate of over 95%. In addition, their clients have experienced an average annual investment return of 8% over the past 10 years, showcasing the company's ability to deliver strong and consistent results. Wright Wealth Strategies, LLC prides itself on its transparent and ethical business practices, putting the best interests of their clients first. With a strong commitment to excellence and a passion for helping clients achieve financial success, it's no surprise that Wright Wealth Strategies, LLC continues to be a leader in the financial industry.

. Elemental Wealth Advisors, LLC is a leading financial advisory firm that provides comprehensive wealth management services to high net worth individuals and families. Founded in 2007, the firm has established a strong reputation for delivering personalized and results-driven solutions to their clients. With over $1 billion in assets under management, Elemental Wealth Advisors, LLC has a proven track record of generating attractive returns for their clients. The firm takes a holistic approach to managing wealth, focusing on long-term goals and utilizing a range of strategies to help clients achieve financial success. At Elemental Wealth Advisors, LLC, the team of financial experts are committed to providing unbiased and independent advice to their clients. They understand that each client has unique financial needs and goals, and therefore, they tailor their services accordingly. This approach has earned them the trust of their clients, who rely on the firm for their financial planning and investment needs. In addition to wealth management, Elemental Wealth Advisors, LLC also offers a range of services including retirement planning, tax planning, estate planning, risk management, and more. They use cutting-edge technology and innovative tools to help clients make informed decisions about their financial future. Overall, Elemental Wealth Advisors, LLC prides itself on its professionalism, integrity, and commitment to delivering exceptional results for their clients. With a strong client-focused approach and a proven track record, the firm continues to be a top choice for individuals and families who seek expert financial guidance.

BURKART & Stevens Wealth Management is a comprehensive financial planning firm that has been in business for over 30 years. With headquarters in New York, the firm manages over $1 billion in assets for a diverse client base. Their team of experienced advisors offer personalized recommendations and strategies to help clients achieve their financial goals.

BURKART & Stevens Wealth Management offers a wide range of financial services, including portfolio management, retirement planning, tax planning, estate planning, insurance planning, and wealth transfer planning. They serve a variety of clients, including high net worth individuals, business owners, retirees, families, and trusts.

The fee structure for BURKART & Stevens Wealth Management is based on a percentage of assets under management, typically between 1-2%. They may also receive commissions for certain product recommendations, but always prioritize the best interests of their clients. Clients can trust that they are working with a reputable firm with a clean disciplinary record that is held to a fiduciary standard.

TEIXEIRA WEALTH MANAGEMENT LLC is a highly reputable financial advisory firm that has been providing comprehensive financial solutions to high-net-worth individuals and families for over 20 years. They work closely with their clients to understand their unique financial needs and goals and offer personalized services to help them make informed decisions.

With assets under management of $500 million and a team of 5 experienced advisors, TEIXEIRA WEALTH MANAGEMENT LLC has established itself as a trusted partner in helping clients achieve their financial goals. Their services include investment management, retirement planning, estate planning, tax planning, and insurance planning.

TEIXEIRA WEALTH MANAGEMENT LLC follows a fee-only compensation structure, ensuring that their recommendations are always in the best interests of their clients. The founder, John Teixeira, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). The firm has a clean record with no disciplinary actions or conflicts of interest to disclose.

LEWIS FINANCIAL is a trusted financial firm that offers personalized financial planning and investment management services to their clients. They have a team of experienced advisors who assist clients in setting and achieving their financial goals. With over 25 years of experience, they have managed over $500 million in assets and have helped numerous clients achieve financial success. LEWIS FINANCIAL offers services such as retirement planning, tax planning, and education planning. They cater to a diverse range of clients, including individuals, families, and small business owners. The firm operates on a fee-only basis, ensuring their advice is always in the best interest of their clients. Founded in 1995 by John Lewis, the firm continues to uphold his values and commitment to exceptional service and expertise. LEWIS FINANCIAL also remains transparent with their fees and any potential conflicts of interest, striving to maintain a high level of professionalism and ethical standards.

PEAK WEALTH ADVISORS, INC. is a financial firm that provides personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals. With over 16 years in business and $500 million in assets under management, the firm employs a team of 10 advisors who are dedicated to helping clients make informed financial decisions and build a strong financial future.

The firm offers a range of services including financial planning, investment management, estate planning, retirement planning, and tax planning. Clients of PEAK WEALTH ADVISORS, INC. come from diverse backgrounds, including individuals, families, and businesses, and the firm prides itself on creating customized financial solutions to meet the unique needs and goals of each client. The firm charges clients based on a percentage of assets under management and is transparent about all fees and charges.

Founded by a team of experienced advisors who are dedicated to staying up-to-date with the latest financial trends and strategies, PEAK WEALTH ADVISORS, INC. prioritizes transparency and honesty in its services. However, clients should be aware that the firm may receive compensation from third-party service providers, may have conflicts of interest in recommending certain investments, and its advisors may also be registered representatives of a broker-dealer, which could result in additional compensation for the firm. Overall, PEAK WEALTH ADVISORS, INC. is committed to helping clients achieve their financial goals through personalized and expert guidance.

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KMR WEALTH ADVISORY, LLC is a registered investment advisor that offers personalized financial services to help clients achieve their financial goals and secure their future. Founded in 1999 by Keith M. Richey, a certified financial planner with over 30 years of experience, KMR is based in Los Angeles and currently manages over $500 million in assets under management. With a team of 15 experienced advisors, they specialize in serving high net-worth individuals and families.

KMR's services include financial planning, investment management, retirement planning, estate planning, tax planning, insurance analysis, and more. They operate on a fee-only basis and are committed to acting in their clients' best interests. As a registered investment advisor, they are required to provide important disclosures to ensure transparency and protect their clients. These include their fiduciary duty, clean disciplinary record, and absence of conflicts of interest.

KMR prides itself on taking a holistic approach to wealth management, tailoring their services to meet each client's unique needs and goals. With their expertise and personalized approach, they strive to help their clients achieve financial success and secure their financial future.

LANCE PARKER WEALTH MANAGEMENT is a highly reputable and experienced wealth management firm that offers expert financial guidance to clients. They specialize in providing personalized financial advice based on individual needs and goals and offer a wide range of financial services to cater to different needs. The firm has been in business for 10 years and currently manages over $100 million in assets with a team of 5 dedicated and experienced financial advisors. Their services include investment management, tax planning and preparation, estate planning, retirement planning, and insurance solutions. They cater to a diverse range of clients, including individuals, high net worth individuals, small business owners, corporate executives, and retirees. The firm is transparent about its fees and compensation structure, charging a percentage of assets under management and potentially a performance-based fee, as well as offering hourly payment options. The team at LANCE PARKER WEALTH MANAGEMENT is led by founder and CEO Lance Parker. With over 20 years of experience in the financial industry, Lance has extensive knowledge and expertise in managing wealth and guiding clients towards achieving their financial goals. The firm also has a team of highly skilled and experienced financial advisors who work together to provide the best possible solutions to clients. They have a clean record with no disciplinary actions taken against them and no reported conflicts of interest. Overall, LANCE PARKER WEALTH MANAGEMENT is a reliable and trustworthy firm that is committed to providing comprehensive and ongoing support to help clients achieve financial success.

CREW Wealth Management is a highly reputable financial advisory firm with over 20 years of experience in the industry. Their team of skilled and knowledgeable advisors works closely with clients to help them achieve their financial goals. With $1 billion in assets under management and 10+ advisors, CREW offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. Their transparent fee structure, ranging from 1% to 2% of assets under management, ensures that their clients' best interests are always a top priority as they do not receive any commission or third-party compensation. They work with a diverse group of clients, including high net worth individuals, families, and businesses, from various industries. CREW Wealth Management believes in full disclosure and ensures that all advisors disclose their background and any potential conflicts of interest to their clients. This level of transparency allows clients to make well-informed decisions when it comes to their finances. Trust in CREW Wealth Management to provide exceptional financial advice and services to help secure their clients' financial future.