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 Trusts & Estates advisors in CA, ENCINITAS
7 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
LONGHOUSE WEALTH MANAGEMENT
Encinitas, CA
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
760-642-1100
THE GARRETT GROUP
Encinitas, CA
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
8589220192
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