LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, LAFAYETTE
5 advisers found
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
GARNER FINANCIAL MANAGEMENT
Lafayette, CA
AUM
$152.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
925.282.5500
HYPHEN WEALTH MANAGEMENT
Lafayette, CA
AUM
$125.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408 314 7895
Full profileNo website
OLYMPIA WEALTH MANAGEMENT
Lafayette, CA
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(925) 935-1111
Full profileNo website