Top Financial Advisors in Burlingame, CA

59 fee-only19 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Burlingame

Median Advisor Fee

Burlingame1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only60.2%
Includes Commission39.8%

Top Credentials

CFP19 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Burlingame?

The median advisory fee in Burlingame, 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 Burlingame?

There are 59 fee-only financial advisors in Burlingame, CA, representing 60.2% 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 Burlingame financial advisor?

The most common professional designation among Burlingame advisors is the CFP (Certified Financial Planner), held by 19 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.

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