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Charles SchwabFinancial advisor in San Luis Obispo, CA

Charles Schwab is a financial advisor at 733 Marsh St #100, San Luis Obispo, CA 93401, ranked #13 of 34 financial advisors in San Luis Obispo and rated 4.1 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Luis Obispo, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 788-0502Website ↗

Key facts

Key facts about Charles Schwab
Address733 Marsh St #100, San Luis Obispo, CA 93401Get directions
Phone(805) 788-0502
Websiteschwab.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating4.1 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Charles Schwab
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Charles Schwab

How is Charles Schwab ranked in San Luis Obispo?

Charles Schwab is ranked #13 of 34 financial advisors in San Luis Obispo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Charles Schwab’s hours?

Charles Schwab is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Charles Schwab serve?

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Charles Schwab?

Charles Schwab has a rating of 4.1 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Charles Schwab?

Call Charles Schwab on (805) 788-0502. The business is at 733 Marsh St #100, San Luis Obispo, CA 93401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Charles Schwab compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Charles Schwab (this business)—634.1 (9)NoNo
R.I.T. Wealth Advisors#11644.9 (10)NoNo0.1 mi
UMB Bank (with drive-thru services)#12633.9 (10)NoNo0.7 mi
Bank of America Financial Center#14622.4 (121)NoNo0.3 mi

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