SWEENEY & MICHEL, LLC
Chico, CA
AUM
$752.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(530) 487-1777
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, CHICO
6 advisers found
THE O'DONNELL GROUP
Chico, CA
AUM
$492.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
530-564-0960
ALTUM WEALTH ADVISORS
Chico, CA
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
530-924-0110
MURRAY FINANCIAL SERVICES, INC
Chico, CA
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-896-5484
WALLER FINANCIAL COACHING
Chico, CA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
5302067994
SPELTS WEALTH MANAGEMENT, INC.
Chico, CA
AUM
$84.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
530-891-0717