SoradinSoradin

Financial Advisors in Monterey, CA

How to choose a financial advisor in Monterey

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Alex Kiley

Financial Advisor

Integris Wealth Management, Llc

Monterey, CA

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Cole Keller

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Monterey, CA

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