Best Financial Planners in Modesto, CA
Looking for a financial planner in Modesto, CA? We track 20 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.
Top Financial Planners in Modesto
Merrill Lynch Financial Advisor Jovanna Y Mukaddes Unclaimed
Money Concepts | Rhodes Financial Group Unclaimed
Rooted Wealth Management - Raymond James Unclaimed
Pinedo Financial Services, Inc. Unclaimed
Luminary Financial Planning Unclaimed
Miller's Probate Attorney Services Unclaimed
Faircloth Wealth Management of Raymond James Unclaimed
Eddie Zeiter - Private Wealth Advisor, Ameriprise Financial Services, LLC Unclaimed
Raymond James Unclaimed
American Asset & Wealth Management Unclaimed
Gene Carrillo Jr - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC Unclaimed
Kenoyer Financial & Insurance Solutions Unclaimed
Granite Wealth Management Unclaimed
How to choose a financial planner in Modesto
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Modesto
In Modesto, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Modesto, CA?
1Network currently lists 20 financial planners in Modesto, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Modesto?
Financial planners in Modesto, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Modesto to avoid commission conflicts.
How do I choose a financial planner in Modesto?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 20 financial planners in Modesto, CA.