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Financial Advisors

:Daffy

Financial Advisor serving Los Altos, California · 1 of 25 financial advisors in the area

📍 166, Main Street, Los Altos, CA, 94022
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📍 166, Main Street, Los Altos, CA, 94022

About :Daffy

:Daffy is a financial advisor located in Los Altos, California. As a local financial advisor, they serve Los Altos and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Los Altos 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 Los Altos

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 Los Altos may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Los Altos

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 Los Altos?
Financial Advisors in Los Altos 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 Los Altos?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 25 financial advisors in Los Altos to choose from.
Does :Daffy offer free quotes?
Contact :Daffy directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Los Altos

Moon & Mandella Accountancy Corporation

1, 1st Street, Los Altos, CA, 94022

CHANGING PARAMETERS, LLC

201 MAIN STREET, LOS ALTOS, CA 94022

JOHNSON LYMAN WEALTH ADVISORS

4966 EL CAMINO REAL, LOS ALTOS, CA 94022

THREE BRIDGE WEALTH ADVISORS

240 THIRD STREET, LOS ALTOS, CA 94022

RILEY FRIEDMAN ASSET MANAGEMENT

4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA 94022

STRATEGY CAPITAL LLC

1 FIRST STREET, LOS ALTOS, CA 94022