AUM
$598.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
831-622-9600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, CARMEL
8 advisers found
CARMEL CAPITAL MANAGEMENT L.L.C.
Carmel, CA
AUM
$392.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES
831-625-1375
TOPTURN CAPITAL, LLC
Carmel, CA
AUM
$187.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(831) 324-0481
INTERLAKE CAPITAL MANAGEMENT, LLC
Carmel, CA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
608-216-4548
CYPRESS PATH CAPITAL, LLC
Carmel, CA
AUM
$81.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(831) 625-1530
SYNERGIST WEALTH ADVISORS
Carmel, CA
AUM
$37.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
831-626-1442
CYPRESS COAST INVESTMENTS
Carmel, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
831-809-8186
KILZER WEALTH MANAGEMENT
Carmel, CA
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
831-624-7783
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