PETIX & BOTTE FINANCIAL
La Mesa, CA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-698-6500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, LA MESA
5 advisers found
TWEET MANAGEMENT SERVICES, INC.
La Mesa, CA
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
619-867-4855
ALPHA & OMEGA
La Mesa, CA
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-462-7812
ESI FINANCIAL SERVICES, INC.
La Mesa, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
26-50
Fees
Hourly charges; Fixed fees
619-328-5054
CRAIG V. CASTANOS CPA
La Mesa, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
619-750-3995
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