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Charles Schwab

Financial Advisor serving Oakland, California · 1 of 30 financial advisors in the area

📍 180, Grand Avenue, Oakland, CA
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📍 180, Grand Avenue, Oakland, CA

About Charles Schwab

Charles Schwab is a financial advisor located in Oakland, California. As a local financial advisor, they serve Oakland and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Oakland 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 Oakland

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 Oakland may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Oakland

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 Oakland?
Financial Advisors in Oakland 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 Oakland?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 30 financial advisors in Oakland to choose from.
Does Charles Schwab offer free quotes?
Contact Charles Schwab directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Oakland

Marin Wealth Advisors LLC

1901, Harrison Street, Oakland, CA, 94612

BROOKER WEALTH MANAGEMENT

7677 OAKPORT STREET, OAKLAND, CA 94621

AK GLOBAL ASSET MANAGEMENT, LLC

1300 CLAY STREET, OAKLAND, CA 94612

GRANITE CAPITAL

5707 REDWOOD RD., SUITE 3, OAKLAND, CA 94619

FALCON BRIDGE CAPITAL

1999 HARRISON STREET, SUITE 1575, OAKLAND, CA 94612

CI GLOBAL INVESTMENTS INC.

1111 BROADWAY, OAKLAND, CA 94607