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Financial Advisors

GREENOAKS

Financial Advisor serving Orinda, California · 1 of 13 financial advisors in the area

📍 4 ORINDA WAY, ORINDA, CA 94563
📞 (415) 942-••••
Map
📍 4 ORINDA WAY, ORINDA, CA 94563

About GREENOAKS

GREENOAKS is a financial advisor located in Orinda, California. As a local financial advisor, they serve Orinda and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Orinda 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 Orinda

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

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✅ Tips for Hiring Financial Advisors in Orinda

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 Orinda?
Financial Advisors in Orinda 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 Orinda?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 13 financial advisors in Orinda to choose from.
Does GREENOAKS offer free quotes?
Contact GREENOAKS directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Orinda

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First Capital Trust Deeds

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MCDONALD CAPITAL INVESTORS INC

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PARAGON ASSET MANAGEMENT INC.

15 ALTARINDA ROAD, SUITE 205, ORINDA, CA 94563

BELL INVESTMENT ADVISORS INC

2 THEATRE SQUARE, ORINDA, CA 94563

MCM ADVISERS, LP

89 DAVIS ROAD, ORINDA, CA 94563