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Financial Advisors

PHILLIP B. WHITE CO., INC

Financial Advisor serving San Luis Obispo, California · 1 of 9 financial advisors in the area

📍 11573 LOS OSOS VALLEY ROAD, SAN LUIS OBISPO, CA 93405
📞 (925) 736-••••
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📍 11573 LOS OSOS VALLEY ROAD, SAN LUIS OBISPO, CA 93405

About PHILLIP B. WHITE CO., INC

PHILLIP B. WHITE CO., INC is a financial advisor located in San Luis Obispo, California. As a local financial advisor, they serve San Luis Obispo and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in San Luis Obispo 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 Luis Obispo

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 Luis Obispo may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in San Luis Obispo

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in San Luis Obispo?
Financial Advisors in San Luis Obispo 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 Luis Obispo?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 9 financial advisors in San Luis Obispo to choose from.
Does PHILLIP B. WHITE CO., INC offer free quotes?
Contact PHILLIP B. WHITE CO., INC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in San Luis Obispo

TRELLIS WEALTH ADVISORS, LLC

1135 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93401

NWM ADVISORS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401

PROSSIMO ADVISORS LLC

1150 OSOS STREET, SAN LUIS OBISPO, CA 93401

WRIGHT WEALTH STRATEGIES, LLC

408 HIGUERA STREET, SAN LUIS OBISPO, CA 93401

SAN LUIS WEALTH ADVISORS

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401

CERRO PACIFIC WEALTH ADVISORS, LLC

733 MARSH ST., SAN LUIS OBISPO, CA 93401