California · 2 advisers
Financial Advisors in Aptos, California
Looking for a financial advisor in Aptos, California? Falists indexes 2 SEC-registered and state-registered investment advisers in Aptos — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
—
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Aptos
Ranked by AUM · Fees, team & specialties at a glance
FINANCIAL PLANNING ASSOCIATES
Aptos, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; REFERRAL FEES
831-685-8611
Full profileNo website
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Common questions
- How many financial advisors are in Aptos, California?
- 2 registered investment advisers are listed in our Aptos directory, sourced from public SEC filings.
- What types of advisors are in Aptos?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Aptos?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.