CHECK CAPITAL MANAGEMENT INC
Costa Mesa, CA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
714-641-3579
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, COSTA MESA
12 advisers found
LEISURE CAPITAL MANAGEMENT, INC.
Costa Mesa, CA
AUM
$874.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(714) 384-4050
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
Costa Mesa, CA
AUM
$148.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-878-9400
CLEARVIEW INVESTMENT PARTNERS, LLC
Costa Mesa, CA
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-200-1560
FARAH PRIVATE WEALTH MANAGEMENT, INC
Costa Mesa, CA
AUM
$105.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-719-2625
CS TOMASI WEALTH MANAGEMENT
Costa Mesa, CA
AUM
$103.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(562) 494-4668
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES
Costa Mesa, CA
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(714) 445-0055
CARNEY PORTFOLIO MANAGEMENT INC.
Costa Mesa, CA
AUM
$92.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-433-0647
CAPITAL PLANNING GROUP, LLC
Costa Mesa, CA
AUM
$46.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
714-881-1595
BRAYPARK WEALTH MANAGEMENT
Costa Mesa, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
714-420-9277
INCEPTION FINANCIAL SERVICES
Costa Mesa, CA
AUM
$29.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(310) 993-6902
WEALTH FINANCIAL GROUP WEST, INC.
Costa Mesa, CA
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-617-4394