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Financial Advisors

MERITAS WEALTH MANAGEMENT, LLC

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

📍 3950 CIVIC CENTER DRIVE, SAN RAFAEL, CA 94903
📞 (415) 300-••••
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📍 3950 CIVIC CENTER DRIVE, SAN RAFAEL, CA 94903

About MERITAS WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC is a financial advisor located in San Rafael, California. As a local financial advisor, they serve San Rafael and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in San Rafael 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 Rafael

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

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✅ Tips for Hiring Financial Advisors in San Rafael

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 Rafael?
Financial Advisors in San Rafael 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 Rafael?
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 San Rafael to choose from.
Does MERITAS WEALTH MANAGEMENT, LLC offer free quotes?
Contact MERITAS WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in San Rafael

Marin Wealth Advisors LLC

899, Northgate Drive, San Rafael, CA, 94903

WULFF, HANSEN & CO.

100 SMITH RANCH ROAD, SAN RAFAEL, CA 94903

LYLE & FORSYTH INVESTMENT MANAGERS

165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903

HCM WEALTH

1101 FIFTH AVENUE, SAN RAFAEL, CA 94901

TRAN CAPITAL MANAGEMENT, L.P.

1000 4TH ST, SAN RAFAEL, CA 94901

THE PUTNEY FINANCIAL GROUP LLC

100 SMITH RANCH ROAD, SAN RAFAEL, CA 94903