IFC
Auburn, CA
AUM
$173.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-886-8550
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, AUBURN
5 advisers found
VANTAGE FINANCIAL GROUP
Auburn, CA
AUM
$118.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
530-906-1948
ARROW WEALTH ADVISORS
Auburn, CA
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
210-541-9967
NORTHBROOK FINANCIAL GROUP, LLC
Auburn, CA
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-889-0400
HENTCH SOLUTIONS
Auburn, CA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM; CO-ADVISOR FEES/REFERRAL FEES
530-308-1582