Fee-Only Financial Advisors in San Luis Obispo, CA

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

Eric Maldonado

CFP®, MBA, CEPA®

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.

Jacob Rothman

CFA®, CPA, CFP®

Rothman Investment Management

Atascadero, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country

Bryan Krill

Wacker Wealth Partners

San Luis Obispo, CA

Dan Herron

CPA/PFS CFP®

Elemental Wealth Advisors

San Luis Obispo, CA

Megan Carden

CFP®

Wacker Wealth Partners

San Luis Obispo, CA

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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)

    NAPFA Consumer Tools PDF

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