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DYNAMIC WEALTH STRATEGIES, LLC

Financial Advisor serving Granite Bay, California · 1 of 6 financial advisors in the area

📍 9700 VILLAGE CENTER DRIVE, Granite Bay, California
📞 (916) 673-••••
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📍 9700 VILLAGE CENTER DRIVE, Granite Bay, California

About DYNAMIC WEALTH STRATEGIES, LLC

DYNAMIC WEALTH STRATEGIES, LLC is a financial advisor located in Granite Bay, California. As a local financial advisor, they serve Granite Bay and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Granite Bay 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 Granite Bay

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 Granite Bay may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Granite Bay

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Granite Bay?
Financial Advisors in Granite Bay 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 Granite Bay?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Granite Bay to choose from.
Does DYNAMIC WEALTH STRATEGIES, LLC offer free quotes?
Contact DYNAMIC WEALTH STRATEGIES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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ONESOURCE WEALTH MANAGEMENT

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ABOUND FINANCIAL

4180 DOUGLAS BLVD, GRANITE BAY, CA 95746

ONESOURCE ADVISORS, LLC

4080 CAVITT STALLMAN ROAD

SPECTRUM WEALTH ADVISORY GROUP, LLC

5925 GRANITE LAKE DRIVE