Best Financial Advisors in Brentwood

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.9/5.0
Average Rating

Brentwood Financial Landscape

Brentwood's economy is primarily driven by retail, healthcare, and agriculture, with a focus on community development. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Retail, Healthcare, Agriculture
Population
55K (metro: 1.5M)
Median household income
$95,000
Unique needs
Brentwood requires tailored financial planning for families and retirees, focusing on education and healthcare funding.
Market Insights
Economic Growth
According to BEA (2023), Brentwood's economy is expanding, with a growth rate of 3.5% driven by local retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Brentwood is $95,000, reflecting a prosperous community with a high standard of living.
Advisor Specializations
Based on BLS (2023), financial advisors in Brentwood are increasingly focusing on retirement planning and wealth management for families.
Local Considerations
Cost of Living
According to BLS (2024), Brentwood's cost of living is approximately 15% higher than the national average, primarily due to housing costs.
Real Estate Market
According to Zillow (2024), Brentwood's real estate market is competitive, with median home prices rising 10% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Brentwood's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Brentwood

Edward Jones - Financial Advisor: Tony Aguilar Jr
★ ★ ★ ★ ★ 5
Berean Wealth Management
★ ★ ★ ★ ★ 5
California Financial Advisors
★ ★ ★ ★ ★ 5
Andrews Consulting, CPA's & Business Advisors
★ ★ ★ ★ ★ 5
Homeowners Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Brentwood, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Brentwood-Specific Expertise
For Brentwood residents working in Retail, Healthcare, Agriculture, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Brentwood's retail sector faces e-commerce risks. Housing prices are rising, indicating potential bubble risks. Prepare for wildfires and flooding; diversify investments.

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