CASTLE ROCK WEALTH MANAGEMENT, LLC

Name: CASTLE ROCK WEALTH MANAGEMENT, LLC
Address: 1777 BOTELHO DR., WALNUT CREEK, CA 94596, walnut creek, NC, US
Telephone: (925) 478-8800
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Walnut Creek, North Carolina

📍 1777 BOTELHO DR., WALNUT CREEK, CA 94596, Walnut Creek, North Carolina

📞 (925) 478-••••

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📍 1777 BOTELHO DR., WALNUT CREEK, CA 94596, Walnut Creek, North Carolina

About CASTLE ROCK WEALTH MANAGEMENT, LLC

CASTLE ROCK WEALTH MANAGEMENT, LLC is a financial advisor located in Walnut Creek, North Carolina. As a local financial advisor, they serve Walnut Creek and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Walnut Creek should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the North Carolina securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Walnut Creek

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Walnut Creek may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Walnut Creek

✓ 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 Walnut Creek?

Financial Advisors in Walnut Creek 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 Walnut Creek?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Walnut Creek to choose from.

Does CASTLE ROCK WEALTH MANAGEMENT, LLC offer free quotes?

Contact CASTLE ROCK WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.