MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, CALABASAS
10 advisers found
TRIAGEN WEALTH MANAGEMENT LLC
Calabasas, CA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
818-732-8553
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
ATALA FINANCIAL INC
Calabasas, CA
AUM
$370.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310.570.2573
KRANE FINANCIAL SOLUTIONS
Calabasas, CA
AUM
$295.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-989-0934
ARES FINANCIAL CONSULTING LLC
Calabasas, CA
AUM
$243.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-986-1479
FIDELA WEALTH
Calabasas, CA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-743-7068
BRIAN DENNIS, CFP®
Calabasas, CA
AUM
$529K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-617-8024
KENNEDY WEALTH MANAGEMENT, LLC
Calabasas, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
818-224-4177
MARI LEGACY GROUP, LLC
Calabasas, CA
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(818) 923-2022
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