Top Financial Advisors in Campbell, CA

155 fee-only41 CFP certifiedMedian fee: 2.00% on $500K

Top Advisors in Campbell

Median Advisor Fee

Campbell2.00%
National1.25%
60% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only77.1%
Includes Commission22.9%

Top Credentials

CFP41 advisors
CFA8 advisors

Frequently Asked Questions

How much does a financial advisor cost in Campbell?

The median advisory fee in Campbell, CA is 2.00% of assets under management. This is 60% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Campbell?

There are 155 fee-only financial advisors in Campbell, CA, representing 77.1% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Campbell financial advisor?

The most common professional designation among Campbell advisors is the CFP (Certified Financial Planner), held by 41 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 201 Financial Advisors in Campbell, CA (2026) | TrueAdvisor