PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$517.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-797-3007
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, GRANITE BAY
5 advisers found
SPECTRUM WEALTH ADVISORY GROUP, LLC
Granite Bay, CA
AUM
$445.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 772-5970
ABOUND FINANCIAL
Granite Bay, CA
AUM
$428.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-846-7780
DYNAMIC WEALTH STRATEGIES, LLC
Granite Bay, CA
AUM
$190.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(916) 673-3470
ONESOURCE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
9169673500