Financial planner in Lafayette, CA
Lafayette, CA has 22 financial planner businesses. The average customer rating is 4.2 out of 5 stars. The top-rated business is Gebhardt Group, Inc. with 5.0 stars and 3 reviews. 82% have websites, 73% list phone numbers, 59% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Market Insights
Everything you need to know about this market at a glance
22
in this area
4.2
Typical: 5.0 stars
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
Customer Ratings
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
A handful of well-known businesses attract most customer reviews, while many others fly under the radar.
Highest Rated Business
Gebhardt Group, Inc.
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
Competition Level
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.
A large number of businesses have few or no reviews yet. Many are new or haven't invested in their online presence.
Market Maturity
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Location & Data
Where businesses are located and how complete the data is
Businesses are distributed across the area but with some clustering in popular zones.
How many businesses have complete info (name, phone, address, website, email).
Business Attributes
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
Financial planner Market Overview in Lafayette, CA
There are 22 financial planner serving Lafayette, CA. 82% have websites and 59% list email contact and 73% have phone numbers. The highest-rated is Gebhardt Group, Inc. with 5 stars from 3 reviews.
Financial planner Statistics in Lafayette, California
Real-time market data for financial planner businesses in Lafayette. Updated from verified public sources.
- -There are 22 Financial planner in Lafayette, California.
- -Average rating: 4.2 (below the state average of 4.5).
- -82% have a website, 23% have Google reviews.
- -Only 50% of Financial planner in Lafayette have claimed their Google Business listing.
- -ZIP code 94549 is the top-rated area for Financial planner in Lafayette (4.2 avg rating).
Total Businesses
22
Financial planner in Lafayette
Average Rating
4.2
From 7 total reviews
Have a Website
82%
State avg: 85%
Have Google Reviews
23%
Avg 0.3 reviews each
Rating Comparison: Lafayette vs California
Digital Presence of Financial planner in Lafayette
Top-Rated ZIP Codes for Financial planner in Lafayette
| ZIP Code | Businesses | Avg Rating | Website % |
|---|---|---|---|
| 94549Top | 22 | 4.2 | 82% |
Financial planner in Nearby Cities
| City | Businesses | Avg Rating | Website % |
|---|---|---|---|
| LafayetteCurrent | 22 | 4.2 | 82% |
| Walnut Creek | 104 | 4.6 | 97% |
| San Ramon | 51 | 4.6 | 82% |
| Danville | 26 | 5.0 | 85% |
| Berkeley | 17 | 5.0 | 76% |
| Pleasant Hill | 12 | 5.0 | 100% |
| Concord | 10 | 2.9 | 80% |
Top-Rated Financial planner in Lafayette, CA
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Gebhardt Group, Inc. | 5.0 | 3 | Lafayette, CA | View |
| 2 | Borman Wealth Management | 5.0 | 1 | Lafayette, CA | View |
| 3 | Concentric Wealth Management | 5.0 | 1 | Lafayette, CA | View |
| 4 | Kathleen Charles | 1.0 | 1 | Lafayette, CA | View |
Financial planner Locations in Lafayette, CA
Top 15 shownGet Financial planner Leads
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Financial planner in Lafayette, CA
Browse 22 verified businesses with contact details
Showing 15 of 22 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
3505 Mount Diablo Blvd, Lafayette, CA, 94549 | No reviews | View | |
3685 Mount Diablo Blvd #200, Lafayette, CA, 94549 | No reviews | View | |
3675 Mount Diablo Blvd Suite 340, Lafayette, CA, 94549 | No reviews | View | |
3641 Mount Diablo Blvd #25, Lafayette, CA, 94549 | No reviews | View | |
3390 Mount Diablo Blvd #250, Lafayette, CA, 94549 | 5.0(3) | View | |
875 Las Trampas Rd, Lafayette, CA, 94549 | No reviews | View | |
251 Lafayette Cir #320, Lafayette, CA, 94549 | No reviews | View | |
3650 Mount Diablo Blvd, Lafayette, CA, 94549 | 1.0(1) | View | |
3390 Mount Diablo Blvd #250, Lafayette, CA, 94549 | No reviews | View | |
3650 Mount Diablo Blvd UNIT 103, Lafayette, CA, 94549 | No reviews | View | |
3736 Mount Diablo Blvd #300, Lafayette, CA, 94549 | 5.0(1) | View | |
1017 Willow Dr, Lafayette, CA, 94549 | No reviews | View | |
3650 Mount Diablo Blvd UNIT 104, Lafayette, CA, 94549 | No reviews | View | |
3595 Mount Diablo Blvd STE 300, Lafayette, CA, 94549 | No reviews | View | |
251 Lafayette Cir, Lafayette, CA, 94549 | 5.0(1) | View |
15 of 22 businesses
Financial planner Market Analysis in Lafayette, CA
Comprehensive market data for financial planner businesses in Lafayette, CA, based on 22 verified listings.
Market Size & Competition
The financial planner market in Lafayette, CA consists of 22 businesses competing for local customers. This is a relatively small market where individual businesses can establish strong local recognition and build loyal customer bases.
Customer Satisfaction
Customer satisfaction among financial planner in Lafayette, CA shows strong levels, with an average rating of 4.2 stars. About 80% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 20% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 43% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial planner in Lafayette, CA varies significantly. With 82% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Contact Accessibility
Reaching financial planner in Lafayette, CA is possible through multiple channels. 73% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 59% email availability, though phone contact remains more universally accessible.
How We Compile This Data
This market analysis is compiled from 22 verified financial planner business listings in Lafayette, CA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
Frequently Asked Questions
Common questions about financial planner in Lafayette, CA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial planner outreach
Practical tips to help you connect with financial planner businesses in Lafayette, CA.
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