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Financial Advisors

PRUNEYARD FINANCIAL GROUP, INC.

Financial Advisor serving Cupertino, California · 1 of 8 financial advisors in the area

📍 22801 LONGDOWN ROAD, CUPERTINO, CA 95014
📞 (408) 377-••••
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📍 22801 LONGDOWN ROAD, CUPERTINO, CA 95014

About PRUNEYARD FINANCIAL GROUP, INC.

PRUNEYARD FINANCIAL GROUP, INC. is a financial advisor located in Cupertino, California. As a local financial advisor, they serve Cupertino and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Cupertino

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$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. Prices in Cupertino may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Cupertino

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 Cupertino?
Financial Advisors in Cupertino 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 Cupertino?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 8 financial advisors in Cupertino to choose from.
Does PRUNEYARD FINANCIAL GROUP, INC. offer free quotes?
Contact PRUNEYARD FINANCIAL GROUP, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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SP ASSET MANAGEMENT LLC

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EVEREST PRIVATE WEALTH

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AIMTOP ADVISORS, LLC

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