Best Financial Advisors in PALM DESERT, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PALM DESERT
CYPRESS WEALTH SERVICES, LLC
PALM DESERT, CA · Since 2017
FLC CAPITAL ADVISORS
PALM DESERT, CA · Since 2013
HARDWORKING CAPITAL ADVISORS, LLC
PALM DESERT, CA · Since 2017
FORTEM FINANCIAL GROUP, LLC
PALM DESERT, CA · Since 2018
KEYSTONE PRIVATE WEALTH
PALM DESERT, CA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PALM DESERT?
The median advisory fee in PALM DESERT, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.