Best Financial Advisors in PALM DESERT, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$822M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in PALM DESERT
#1
95
FLC CAPITAL ADVISORS
PALM DESERT, CA · Since 2013
$822M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
95
HARDWORKING CAPITAL ADVISORS, LLC
PALM DESERT, CA · Since 2017
$206M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
CYPRESS WEALTH SERVICES, LLC
PALM DESERT, CA · Since 2017
$1.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
95
FORTEM FINANCIAL GROUP, LLC
PALM DESERT, CA · Since 2018
$632M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
KEYSTONE PRIVATE WEALTH
PALM DESERT, CA · Since 2021
$861M AUM11 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.