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Best Financial Advisors in Tracy

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Tracy, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Price: Free consultation

Blom & Howell logo
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Blom & Howell

3340 Tully Rd., Ste. B4, Modesto, CA 95350
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  • Certified Financial Planner (CFP)

Business Description

Blom & Howell is a Modesto-based firm that serves clients throughout Tracy and the surrounding areas. It offers financial planning, retirement and Social Security planning, insurance and college planning, and investment management services. It assists clients in developing spending plans to manage cash flow. It also creates estate plans—including wills, trusts, and powers of attorney—for legacy planning. The firm believes that a refined financial planning process will help clients in making more informed financial decisions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
BlueSky Wealth Advisors logo
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BlueSky Wealth Advisors

1811 Santa Rita Rd # 214, Pleasanton, CA 94566
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  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Business Description

BlueSky Wealth Advisors provides families and individuals in Tracy with customized financial solutions. Part of its financial planning service is minimizing tax implications, reviewing existing insurance plans, and organizing wealth transfer. Its team also helps analyze the clients' investment portfolio, monitor its performance, and make recommendations for the investment to grow more. The independent registered investment advisory firm was founded in 1999. David L. Blain, its founder and CEO, is a NAPFA member who has been quoted in various publications, including The Wall Street Journal.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Cannon Beach Financial Advisors logo
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Cannon Beach Financial Advisors

2603 Camino Ramon, Suite 416, San Ramon, CA 94583
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  • Certified Financial Planner (CFP)

Business Description

Established in 2006, Cannon Beach Financial Advisors offers financial planning and portfolio management services in Tracy and its surrounding areas. It focuses on clients' long-term financial goals and guides them through investment market cycles. The firm is a Registered Investment Advisor with a team of experts having more than 20 years of industry experience. Gregory Rogers, one of the principal advisors, is a Certified Financial Planner. The firms' offices are located in San Jose, San Ramon, and Brookline.

CAVU Wealth Advisors logo
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CAVU Wealth Advisors

1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
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  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Business Description

CAVU Wealth Advisors is a wealth management firm that serves the residents of Tracy and the surrounding areas. It provides various financial planning and analysis services, including cash flow analysis, insurance and risk analysis, tax strategy and optimization, retirement planning, and estate planning. It also offers goal development and investment management solutions. Founding principal David Sylvester is a Certified Financial Planner and Chartered Financial Analyst. He has been working in the industry for over 15 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Clarity Wealth Advisors logo
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Clarity Wealth Advisors

2160 The Alameda, Suite A, San Jose, CA 95126
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  • Financial Planning

Business Description

Clarity Wealth Advisors serves individuals and families in Tracy and the surrounding areas. It offers financial advising services to help clients achieve and maintain financial independence. It covers various aspects of financial planning, such as investment management, insurance analysis, education funding, and charitable strategies. It assists clients in identifying investment objectives, risk tolerance, and tax implications. Its managing partner, Parvin Manuchehri, is a registered investment advisor (RIA) and has taught courses for the College of Financial Planning, focusing on retirement, and income tax planning.

Enhance logo
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Enhance

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
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  • Financial Planning
  • Wealth Management

Business Description

Serving Tracy and the surrounding regions, Enhance assists clients in making wise decisions through financial planning. This comprises a client’s goals, constraints, what-if scenarios, and cost-benefit analyses. Enhance also provides wealth management services, including customized portfolios, to help individuals build their wealth. The service also determines a client’s risk tolerance and psychological capacity to handle market fluctuations. One of the firm’s professionals, Terry Allen, is a Certified Financial Planner (CFP) and Accredited Wealth Management Advisor (AWMASM).

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Meritage Wealth Advisory logo
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Meritage Wealth Advisory

1452 N. Vasco Rd #172, Livermore, CA 94551
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  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Business Description

Meritage Wealth Advisory serves Tracy and the surrounding areas. The firm provides financial solutions to pre-retirees and business owners. It offers services such as investment management, and exit and financial planning. Ken Perine, the founder, is a Certified Financial Planner. He assists clients in accomplishing their financial goals by giving advice, providing recommendations, and developing strategies that help minimize the impact of taxes. Perine is a member of the National Association of Personal Financial Advisors and the Financial Planning Association of the East Bay.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)
Napa Valley Wealth Management logo
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Napa Valley Wealth Management

1981 North Broadway Suite 225, Walnut Creek, CA 94596
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  • Investment Management
  • Financial Planning

Business Description

Napa Valley Wealth Management serves the financial advisory needs of communities throughout the Tracy metro. Its services are divided into three categories: retirement planning, which introduces clients to its Retirement RoadMap; business planning, which assists clients in preserving assets and managing taxes and expenses; and investment strategies, which educate individuals on financial and investment planning. Kelly Crane, its chief investment officer, has more than 35 years of industry experience. He and his team follow a tactical investment management strategy to help manage their clients' risks.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pinedo Financial Services Inc logo
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Pinedo Financial Services Inc

3340 Tully Road Suite B5, Modesto, CA 95350
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Tax Planning

Business Description

Pinedo Financial Services Inc. serves clients in the Tracy area. The firm helps individuals prepare for their future by giving advice on budgeting and investments, which covers creating a portfolio that suits a client's goals and risk tolerance. Its team also helps people plan for retirement with stable and sufficient income, along with offering tax management, insurance, and estate planning services. Founder Steven Pinedo is a Certified Financial Planner who also works with small business owners.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pleasanton Wealth Advisors logo
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Pleasanton Wealth Advisors

218 Ray Street, Pleasanton, CA 94566
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  • Certified Financial Planner (CFP)

Business Description

Pleasanton Wealth Advisors is a financial advisory firm serving clients in Tracy, offering financial and retirement planning services. The firm begins its process by helping clients understand their financial needs and priorities before building plans that adapt to the changes in the clients' circumstances and goals. This approach allows the firm to deliver customized strategies. Pleasanton Wealth Advisors was founded by Samah Naguib in 2018. She has over 20 years of investment experience and master's degrees in Finance and Economics.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Silicon Valley Wealth Advisors logo
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Silicon Valley Wealth Advisors

3190 South Bascom Avenue #210, San Jose, CA 95124
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Silicon Valley Wealth Advisors is a company that assists individuals and families in Tracy with their financial planning needs. It offers a variety of services to help clients reach their financial goals, including retirement advice and planning, investment advice and analysis, estate planning, and long-term care, health, and property insurance review. Its team of professionals also specializes in cash flow management, savings plans, and insurance analysis. The financial planning firm has been serving clients for more than 30 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Smart Path Wealth Management logo
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Smart Path Wealth Management

4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
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  • Finance Planning

Business Description

Smart Path Wealth Management is a firm that assists clients in Tracy with strategic financial planning and investment management. It develops single stock concentration and diversification strategies to minimize tax. Its advisors offer goal-based retirement planning, equity compensation planning, and college and tax planning solutions. The firm helps people ensure financial freedom and leave a legacy for future generations. Smart Path Wealth Management was founded in 2015 by Palbir Nijjar, who was a research analyst and investment writer for The Motley Fool.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Facebook
4.5 / 5 (57)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Thorson Financial Estate Management, Inc. logo
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Thorson Financial Estate Management, Inc.

1101 Standiford Avenue Suite C2, Modesto, CA 95350
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  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Investment Advisor

Business Description

Thorson Financial Estate Management, Inc., helps clients in Tracy understand and manage their finances through education, information, and experience. The firm works with retirees and those preparing to retire by creating personalized financial plans based on their needs. It assists with tax planning, investment management, long-term care risk management, and estate planning. Additionally, it offers Social Security benefits classes through the American Financial Education Alliance. Thorson Financial Estate Management is owned and operated by Thomas Thorson, who has over 30 years of industry expertise.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wade Financial Advisory logo
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Wade Financial Advisory

2105 South Bascom Ave Suite 110, Campbell, CA 95008
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Business Description

Wade Financial Advisory guides clients with managing their wealth and finances in the metro of Tracy. It provides personalized financial advice based on each client's goals and needs. It assists with wealth management, tax planning, investment management, and liquidity planning. It also helps parents plan for their children's college expenses, retirement, and estate. Wade's advisors guide clients through life transitions such as buying a house, relocating, or changing jobs. The firm has been helping individuals and families for more than three decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Way Financial logo
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Way Financial

117 E Main St, Ripon, CA 95366
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  • Tax Planning

Business Description

Way Financial is a firm that lists the Tracy metro as one of its service areas. It assists individuals and families through its multi-family office services, which include estate preservation, legacy planning, and investment banking. Its stewardship advisors, led by CEO Joseph Laswell, helps clients in planning life insurance and financially preparing for retirement. Laswell, who has been a financial advisor for more than 20 years, was given the "Above and Beyond" award by Assist International, a humanitarian organization.

Willson & Company logo
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Willson & Company

612 W 11th St Ste 101, Tracy, CA 95376
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Willson & Company serves individuals and families in Tracy and the surrounding areas. Its team of professionals can help clients with retirement planning and short-term and long-term investing. The firm also assists individuals and small business groups with their life, long-term care, and disability needs. It also offers fixed annuities and 529 college savings plans. The company’s mission is to help clients determine their financial needs and promote success through client education. One of its associates, Jeremy Willson, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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