COOPER CAPITAL GROUP
Encinitas, CA
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-452-6114
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, ENCINITAS
8 advisers found
SALIENT WEALTH PLANNING
Encinitas, CA
AUM
$239.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-768-0096
STONE STEPS FINANCIAL, LLC
Encinitas, CA
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
760-456-7147
KELLY FINANCIAL GROUP LLC
Encinitas, CA
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7604528002
STOUT CAPITAL MANAGEMENT LLC
Encinitas, CA
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
760-230-8744
LIFETIME FINANCIAL ADVISORS INC
Encinitas, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
760-943-0430
THE GARRETT GROUP
Encinitas, CA
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
8589220192
Full profileNo website
DE VRIES ASSET MANAGEMENT, LLC
Encinitas, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6197800855
Full profileNo website