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WEALTHVALUES, LLC

Financial Advisor serving Redwood City, California · 1 of 18 financial advisors in the area

📍 303 TWIN DOLPHIN DR., REDWOOD CITY, CA 94065
📞 (650) 941-••••
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📍 303 TWIN DOLPHIN DR., REDWOOD CITY, CA 94065

About WEALTHVALUES, LLC

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

Financial professionals in Redwood City 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 Redwood City

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 Redwood City may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Redwood City

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 Redwood City?
Financial Advisors in Redwood City 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 Redwood City?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 18 financial advisors in Redwood City to choose from.
Does WEALTHVALUES, LLC offer free quotes?
Contact WEALTHVALUES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Redwood City

Colibri Financial Services

615, Woodside Road, Redwood City, CA, 94061

DORSAL CAPITAL MANAGEMENT, LP

203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065

SER CAPITAL PARTNERS MANAGEMENT, LP

201 REDWOOD SHORES PKWY, REDWOOD CITY, CA 94065

REDWOOD PARK ADVISORS

3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

3 LAGOON DRIVE

GRIFFIN BLACK, LLC

702 MARSHALL STREET