Santa Barbara, CA

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Santa Barbara, CA
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Best Financial Advisors in Santa Barbara, CA

The highest-rated Financial Planning & Wealth Management companies out of 194 vetted & reviewed in the Santa Barbara area.

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Tremblay Financial Services

Tremblay Financial Services

(5)
Estate Planning: Who's Going To Inherit the Mess?, Education
“When it was time to plan for retirement, I searched for an adviser that had been in business for 10 + years, who is trustworthy, competent, & provides well thought out solutions.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2001
3902 State St Suite 101, Santa Barbara, CA
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West Coast Financial

West Coast Financial

(3)
“I became a client of West Coast Financial little over a year ago, and have been so impressed with the hard work, diligence and dedication that each team member has shown to me and their clients.”
Licensed, BBB Rating: A+
In Business Since 1986
1435 Anacapa St, Santa Barbara, CA
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Business Power Tools

Business Power Tools

(2)
“All of the pre-written business letters and forms have saved me so much time and money, that I never have a problem with the very low monthly payment for all these tools.”
Offers Financing Options
Emergency Services
Transparent Fees & Pricing
In Business Since 1998
1221 State St Unit 12, Santa Barbara, CA
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Mission Wealth

Mission Wealth

(2)
Website Privacy Policy, Fiduciary Commitment, ADV Part 2 and Privacy Policy
“In addition to observing their high-touch, hands-on approach, I always read their blog, reports and outlook to get a better understanding of the macro-economic issues that may impact my own investments.”
Licensed, BBB Rating: A+
Accepts Debit, Check, Cash
In Business Since 2004
1111 Chapala St 3rd Floor, Santa Barbara, CA
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Montecito Capital Management

Montecito Capital Management

(3)
Retirement Planning, Services Summary
“Kipley and the team have an incredible depth of knowledge, and it shows not only in their performance, but in their frequent articles and newsletters, and their clear, understandable responses to questions.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2002
225 E Carrillo St Suite 203, Santa Barbara, CA
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TAX Offices OF Joel Perez, EA

TAX Offices OF Joel Perez, EA

(6)
Audits - Reviews - Compilations, Bank Financing, Part-Time Cfo Services
“Joel made quick work of the tax return as its fairly simple but went right into tax planning for the future year, explaining how taxes are on a tiered system and how much I could actually save on next years and in future years with just a handful of ...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
4123 State St STE 100, Santa Barbara, CA
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Coastal Capital Advisors

Coastal Capital Advisors

(1)
“From the very first meeting, my wife and I were blown away by their knowledge about financial literacy and investing.”
Licensed
Transparent Fees & Pricing
In Business Since 2012
424 Olive St, Santa Barbara, CA
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Presidio Financial Advisors

Presidio Financial Advisors

(1)
“Clay Beccue, founder of Presidio Financial Advisors was extremely thorough and professional.”
Free Initial Consultation
In Business Since 2020
105 E De La Guerra St Suite 10, Santa Barbara, CA
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Monarch Wealth Strategies

Monarch Wealth Strategies

(2)
“As a first time business owner I needed the best advice and solutions possible, Monarch and all the professional staff had help me understand the importance of a financial planner.”
In Business Since 2008
222 E Carrillo St #208, Santa Barbara, CA
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Bream Accounting & Tax Service

Bream Accounting & Tax Service

(2)
“I have been using Tom Bream's office for tax preparation and I am very happy with his service.”
In Business Since 2008
350 S Hope Ave A101, Santa Barbara, CA
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Arlington Financial Advisors

Arlington Financial Advisors

(2)
“Highly professional.”
Accepts All Major Credit Cards
In Business Since 2014
100 E De La Guerra St, Santa Barbara, CA
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Omega Financial Group

Omega Financial Group

(1)
“Best service ever 5 stars out of 5.”
In Business Since 2009
812 Anacapa St, Santa Barbara, CA
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Nasif, Hicks, Harris & Co.

Nasif, Hicks, Harris & Co.

(1)
“Rachelle Barnier and Jonathan Magana make a wonderful tax team and continue to look out for my family and my small business in this ever-changing and volatile tax world.”
In Business Since 1998
104 W Anapamu St suite b, Santa Barbara, CA
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Agility Capital

Agility Capital

“Agility's Management Team brings a variety of skills and experience to the process of providing innovative debt financing products to emerging growth companies. The team's collective experience includes over 500 debt transactions including; short ter...”
In Business Since 2000
1117 State St, Santa Barbara, CA
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Balance Financial Management

Balance Financial Management

““Balance provides a key service to the Orfalea Foundation. They provide consistently reliable data and reports that fulfill our requirements. It is a great assurance that we can turn to them for our financial and accounting needs, leaving us to focus...”
In Business Since 2009
3 W Carrillo St, Santa Barbara, CA
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Alamar Capital Management

Alamar Capital Management

“Unlike a broker, who must recommend “suitable” products, Alamar acts as a fiduciary. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to t...”
In Business Since 2010
200 E Carrillo St Suite 304, Santa Barbara, CA
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Founders Capital Partners

Founders Capital Partners

“We are usually involved as an uncompensated adviser to any company we invest in. This includes board representation, advice on building the management team, financing strategy, and business and personnel problems in general. Because of our continuing...”
In Business Since 2004
1615 Lasuen Rd, Santa Barbara, CA
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Balanced Wealth Planning

Balanced Wealth Planning

(1)
Get In Touch, Client Center, How We Help
“We appreciate Steve and his team.”
Licensed
Family Business
In Business Since 2019
55 S La Cumbre Rd UNIT 12, Santa Barbara, CA
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Ngen Partners

Ngen Partners

“PONDER THIS Suppose algae growing on the surface of a pond doubles every day. If it takes 40 days to cover the pond, how many days until the pond is half covered? 39 days. Surprised? Human intuition is linear, not exponential. But exponential growth ...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2003
1114 State St # 247, Santa Barbara, CA
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Filippini Wealth Management

Filippini Wealth Management

“As a multifaceted group, we serve our clients with a single full-service group of companies that they can turn to for all of their financial needs. We are independent and family owned with the ability to guide our clientele in every area of their fin...”
BRE #01937129
Family Business
In Business Since 2004
319 E Carrillo St #201, Santa Barbara, CA
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Pacific Wealth Strategies Group

Pacific Wealth Strategies Group

Qualified Plan Design and Administration, Upholding Fiduciary Standards, Plan-Based Investing
“Pacific Wealth Strategies Group, Inc. is a Santa Barbara-based independent wealth management & financial planning firm and Registered Investment Advisor (RIA), serving high net-worth families, from our offices in Santa Barbara, CA. Our objective is t...”
In Business Since 2009
4213 State St #206, Santa Barbara, CA
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Saige Private Wealth

Saige Private Wealth

“I founded Saige Private Wealth in 2022 because I was no longer able to do what I felt was in the best interest of my clients without unnecessary distractions, friction, or conflicts. Independence is about my team being able to deliver curated persona...”
In Business Since 2021
21 E Carrillo St Suite 100, Santa Barbara, CA
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Baird Wealth Strategy Group

Baird Wealth Strategy Group

“We have over twenty years of experience helping pre and post-retirees plan for and maintain a retirement lifestyle of their choice. We do this by helping you develop and implement retirement and estate plans utilizing advanced investment & insurance ...”
Licensed
Accepts All Major Credit Cards
In Business Since 2020
222 E Carrillo St Suite 304, Santa Barbara, CA
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Abundant Wealth Partners

Abundant Wealth Partners

“Perhaps our most important service provided is context. Lack of context is a leading reason why even financially successful people suffer from financial stress and make counterproductive financial decisions. Context about your personal financial situ...”
In Business Since 2016
4961 La Gama Way, Santa Barbara, CA
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Retirement Planning and Investment Management Services in Santa Barbara, CA Cost Estimates

Minimum cost
$1149
Maximum cost
$9764
National Average
$3446
Avg Per Hour Rates
$345
$2298
$6318
Average price range is based on 542 cost profiles
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Average Cost $3446
Minimum cost $1149
Maximum cost $9764
Avg Per Hour Rates $345

Average range $2298 to $6318 is based on 542 cost profiles.

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Wealth Management Advisors near Santa Barbara

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