Top Financial Advisors in Grass Valley, CA

23 fee-only15 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Grass Valley

Median Advisor Fee

Grass Valley1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only41.1%
Includes Commission58.9%

Top Credentials

CFP15 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Grass Valley?

The median advisory fee in Grass Valley, CA is 1.25% of assets under management. This is 9% 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 Grass Valley?

There are 23 fee-only financial advisors in Grass Valley, CA, representing 41.1% 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 Grass Valley financial advisor?

The most common professional designation among Grass Valley advisors is the CFP (Certified Financial Planner), held by 15 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 56 Financial Advisors in Grass Valley, CA (2026) | TrueAdvisor