VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(916) 608-4284
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, EL DORADO HILLS
11 advisers found
STATHEROS FINANCIAL SOLUTIONS, INC.
El Dorado Hills, CA
AUM
$926.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM
916-932-1219
GOLDENSTONE WEALTH MANAGEMENT
El Dorado Hills, CA
AUM
$238.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-799-6527
LARSEN WEALTH MANAGEMENT
El Dorado Hills, CA
AUM
$172.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
916-939-6860
BRIDGEVIEW CAPITAL ADVISORS, INC.
El Dorado Hills, CA
AUM
$114.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
916-235-6857
JOINER FINANCIAL, LLC
El Dorado Hills, CA
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(916) 988-0000
THRIVE FINANCIAL PLANNING
El Dorado Hills, CA
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-235-8240
MW INVESTMENT STRATEGY
El Dorado Hills, CA
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 608-4284
ROSSI FINANCIAL GROUP
El Dorado Hills, CA
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-730-6366
CONTINUUM FINANCIAL PARTNERS, LLC
El Dorado Hills, CA
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-934-0439
SDMI INSURANCE AND FINANCIAL SERVICES
El Dorado Hills, CA
AUM
$2.6M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(510) 284-2125