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Financial Advisors

Baxter and Associates

Financial Advisor serving San Jose, California · 1 of 61 financial advisors in the area

📍 1101, South Winchester Boulevard, San Jose, CA, 95128
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📍 1101, South Winchester Boulevard, San Jose, CA, 95128

About Baxter and Associates

Baxter and Associates is a financial advisor located in San Jose, California. As a local financial advisor, they serve San Jose and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in San Jose 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 San Jose

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 San Jose may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in San Jose

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 San Jose?
Financial Advisors in San Jose 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 San Jose?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 61 financial advisors in San Jose to choose from.
Does Baxter and Associates offer free quotes?
Contact Baxter and Associates directly to ask about free estimates. You can also request a quote through ProHorizon.

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Loring Ward

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Bridge Bank

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Union Bank

99, Almaden Boulevard, San Jose, CA, 95113

TMFC, Inc.

521, Charcot Avenue, San Jose, CA, 95131