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Pricing Guide · Winters
Financial Advisors Cost in Winters, CA — 2026 Price Guide
What should you pay for financial advisors in Winters? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Winters, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS® with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Edward Jones - Financial Advisor: Jules Norton, AAMS® and Allegiance Financial. The average rating across all listed financial advisors in Winters is 4.9 stars from 3 reviews per business on average.
Financial advisors in Winters typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A trusted Vacaville financial advisor with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USAOffers financial guidance in Vacaville with a perfect 5.0-star rating from clients.
805 N Lincoln St suite c, Dixon, CA 95620, USAA local financial advisor in Vacaville with no online reviews yet.
3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USAFinancial Advisors Rankings in Winters, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Jules Norton, AAMS®805 N Lincoln St suite c, Dixon, CA 95620, USA | 5.0★ | 1 |
| #3 | Allegiance Financial3333 Vaca Valley Pkwy Suite 500, Vacaville, CA 95688, USA | — | — |
| #4 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC2338 Lassen Pl, Davis, CA 95616, USA | — | — |
| #5 | Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | — | — |
| #6 | Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | 5.0★ | 2 |
| #7 | Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC1360 Burton Dr STE 160, Vacaville, CA 95687, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Lacy A Senate, AAMS®600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA | 5.0★ | 1 |
| #9 | Stars & Sand Financial201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USA | 5.0★ | 6 |
| #10 | Merrill Investment & Retirement Financial Center150 Parker St, Vacaville, CA 95688, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Winters
A new financial advisor in Davis with no customer reviews yet.
2338 Lassen Pl, Davis, CA 95616, USA
This financial advisor in Vacaville has no customer reviews yet to help inform your choice.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Exceptional 5.0-star rating from two Google reviews for financial advising in Vacaville.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Independent financial advisor in Vacaville, CA, with no online reviews yet.
1360 Burton Dr STE 160, Vacaville, CA 95687, USA
Exceptional 5.0-star rating from one client review in Vacaville.
600 Nut Tree Rd STE 160, Vacaville, CA 95687, USA
5.0-star rating from 6 Google reviews for a Vacaville financial advisor.
201 E Monte Vista Ave Suite B, Vacaville, CA 95688, USA
Vacaville financial advisor with no customer reviews yet, offering a fresh perspective.
150 Parker St, Vacaville, CA 95688, USA
This financial advisor has no reviews yet, so no customer rating is available.
190 S Orchard Ave Suite C105, Vacaville, CA 95688, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
190 S Orchard Ave # B240, Vacaville, CA 95688, USA
5.0 stars from 11 reviews, reflecting strong client satisfaction in Vacaville.
406 Main St suite e, Vacaville, CA 95688, USA
A local financial advisor with a mixed 3.4-star rating from 5 Google reviews.
600 E Main St Suite 101, Vacaville, CA 95688, USA
Exceptional 5.0-star rating from a small number of Google reviews.
600 E Main St Suite 101, Vacaville, CA 95688, USA
Exceptional 5.0-star rating based on 4 Google reviews in Vacaville.
555 Mason St Ste 110, Vacaville, CA 95688, USA
Rated 5.0 stars from 1 Google review, offering trusted financial guidance in Vacaville.
555 Mason St, Vacaville, CA 95688, USA
5.0 stars from 2 Google reviews for this Vacaville financial advisor.
411 Davis St Ste 105, Vacaville, CA 95688, USA
Exceptional 5.0-star rating from a small number of Google reviews.
785 Alamo Dr # 190, Vacaville, CA 95688, USA
Holds an exceptional 5.0-star rating across a handful of Google reviews.
850 Merchant St # C, Vacaville, CA 95688, USA
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Financial Advisors in Winters, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Brenda Walker, CFP®|AAMS® | 65/100 | 5.0 ★ | 1 |
| 2 | Edward Jones - Financial Advisor: Jules Norton, AAMS® | 65/100 | 5.0 ★ | 1 |
| 3 | Allegiance Financial | 15/100 | — | 0 |
| 4 | Tricia Martin - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 5 | Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 6 | Jean Chai - Private Wealth Advisor, Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 2 |
| 7 | Diana Wei - Private Wealth Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Lacy A Senate, AAMS® | 65/100 | 5.0 ★ | 1 |
| 9 | Stars & Sand Financial | 81/100 | 5.0 ★ | 6 |
| 10 | Merrill Investment & Retirement Financial Center | 15/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Winters
What is a fiduciary financial advisor and why does it matter in Winters?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Winters, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Winters?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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