Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Santa Barbara, California, known for its beautiful beaches and stunning mountains, is home to over 87,000 residents. With the cost of living at a staggering 57% higher than the national average, having a financial plan in place may be essential for residents to overcome the high costs. That's where an experienced and certified financial advisor can help individuals like you make informed decisions about your investments, retirement plans, savings goals, and more. WiserAdvisor's directory of screened financial advisors, financial advisory firms, certified financial planners, and more can act as a helpful resource to compare vetted and ranked financial advisors in and around Santa Barbara. With a personalized financial plan created by an experienced financial advisor, residents can focus on the beautiful surroundings Santa Barbara has to offer, knowing that their financial future is being overseen and managed by an experienced financial professional.
Santa Barbara
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Santa Barbara,
California
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Santa Barbara,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Santa Barbara, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $0 | Not Specified | Not Specified | |
| 25 Years | $650,000,000 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 113057
Office Location
1111 Chapala St.,
3rd Floor,
Santa Barbara,
CA
93101
Phone Number
805-882-2360
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $8 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client's needs. Mission Wealth's vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
Advisory Services Provided:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 135281
Series 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
469-915-4786
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Google Reviews Read articles by Jonathan Dash
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 324 | 11973 | $37,759,764,327 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 1038 | $7,425,381,304 | A percentage of AUM, Fixed fees |
|
| 109 | 9939 | $7,072,960,768 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 41 | 2039 | $1,899,274,328 | A percentage of AUM, Fixed fees |
|
| 102 | 1810 | $944,500,000 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 15 | 1545 | $530,542,800 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING) |
|
| 6 | 943 | $480,234,372 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 407 | $445,889,437 | A percentage of AUM |
|
| 3 | 444 | $418,691,638 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 923 | $413,737,315 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 10 | 620 | $405,417,977 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 15 | 605 | $371,811,867 | A percentage of AUM, Fixed fees |
|
| 7 | 925 | $336,787,014 | A percentage of AUM, Hourly charges |
|
| 3 | 209 | $251,395,704 | A percentage of AUM |
|
| 5 | 467 | $237,941,059 | A percentage of AUM, Hourly charges, Fixed fees |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
