Baxter and Associates

Name: Baxter and Associates
Address: 1101, South Winchester Boulevard, San Jose, CA, 95128, san jose, AZ, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving San Jose, Arizona

📍 1101, South Winchester Boulevard, San Jose, CA, 95128, San Jose, Arizona

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📍 1101, South Winchester Boulevard, San Jose, CA, 95128, San Jose, Arizona

About Baxter and Associates

Baxter and Associates is a financial advisor located in San Jose, Arizona. As a local financial advisor, they serve San Jose and surrounding communities in Arizona. Contact them through ProHorizon for a free quote.

Financial professionals in San Jose should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Arizona securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in San Jose

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in San Jose may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in San Jose

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in San Jose?

Financial Advisors in San Jose typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in San Jose?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in San Jose to choose from.

Does Baxter and Associates offer free quotes?

Contact Baxter and Associates directly to ask about free estimates. You can also request a quote through ProHorizon.