WEAVER CONSULTING GROUP, LLC
Huntington Beach, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(714)536-4065
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, HUNTINGTON BEACH
9 advisers found
CLAY NORTHAM WEALTH MANAGEMENT
Huntington Beach, CA
AUM
$354.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
562-431-9988
SEAGULL LANE ASSET MANAGEMENT LLC
Huntington Beach, CA
AUM
$207.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; THIRD-PARTY ADVISORY FEES
714-960-2316
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
Huntington Beach, CA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
714-455-2955
CAPITAL RESOURCES AND INSURANCE, INC
Huntington Beach, CA
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-903-2400
SPAHR FINANCIAL GROUP, LLC
Huntington Beach, CA
AUM
$27.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-963-5000
SOUTHLAND INVESTMENTS
Huntington Beach, CA
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
714-841-5804
CM FIRST CAPITAL CORP.
Huntington Beach, CA
AUM
$12.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
714-465-2207
RHB CAPITAL, INC.
Huntington Beach, CA
AUM
$38.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
562-888-1367
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