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Jonathan and Associates
“Richard was a great and wonderful help, he answered my questions and made me feel at ease..”
Best Financial Advisors in Palm Desert, CA
24 firms listed · 17 in Palm Desert · 2 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 17, 2026
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Brown & Weinstein Tax & Finance Group
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Desert Financial Planning
“Since that time, I have had several meetings with Nolan which have served a number of purposes including my retirement expectations and longer-term estate planning.”
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Brennan & Company
“I found Dylan to be professional and certainly knows how to make a problem NOT A PROBLEM”
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Marcia Bloemendaal - Raymond James
“Excellent advisor!”
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Bluhe Shire
“I use bluhe for banking needs, they are really quick and professional”
The 24 firms listed for Palm Desert, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Palm Desert, CA
Of the 24 firms we list here, 17 are in Palm Desert itself and 7 come from Palm Springs (5, 11 mi) and Gilbert, AZ (1, 268 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 53 reviews; 13 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), estate planning (2), risk management (2) and wealth management (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 62 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Palm Desert take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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RBC Wealth Management
“He has lied to me and now him and his Bank manger is going to Take That Money.”
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FLC Capital Advisors
“Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals.”
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Gough Insurance & Financial Services
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Franz Tatum Wealth Management
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DJK CPA
“He is responsive,always looking to get the best results for you and goes out of his way to provide suggestions that can save you money.”
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Blanke Schein Wealth Management - A Hightower Company
“I would recommend this group to those looking for leaders in the wealth management industry.”
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Vivian Investment Partners
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Keystone Private Wealth
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LPL Financial
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Churchill Management Group - Palm Desert
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Anthony J. Mancini Investment Advisor
“He personally monitors his clients' portfolios on a daily basis and has an excellent 30 year track record of earning profits in any market climate.”
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Four C Financial
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Bob Iglehart, Cfp, Cpa, Cdfa, Cpfa - Retirement
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Hardworking Capital
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Cypress Wealth Services
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Compass Rose Financial Planning & Investment Management
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My Money My Freedom
- Feel
- Income
- Investments
“I know she's a financial coach, not my life coach- but realizing that I wouldn't get far with the financial portion without working through the obvious, Susan took the time to work with me to get my head (and heart) where it needed to be.”
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Eureka Wealth Management
“Matthew answered all my questions and also answered questions I didn't know I had.”
Retirement Planning and Investment Management Services in Palm Desert, CA Cost Estimates
Minimum cost
$1040
Maximum cost
$8832
National Average
$3118
Avg Per Hour Rates
$312
$2079
$5715
Typical price range is based on 344 cost profiles
Why these companies made our list
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