MRAZ AND ASSOCIATES
Modesto, CA
AUM
$917.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(209) 593-5870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
GRACEADA PARTNERS
Modesto, CA
AUM
$273.5M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
209-526-2240
CRAWFORD FINANCIAL PLANNING & CONSULTING
Modesto, CA
AUM
$171.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-571-0111
BLOM & HOWELL FINANCIAL PLANNING, INC.
Modesto, CA
AUM
$161.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-857-5207
LUMINARY FINANCIAL PLANNING
Modesto, CA
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
209-606-7289
OLIVEIRA WEALTH
Modesto, CA
AUM
$332.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
209-579-2332
Full profileNo website
ARROWHEAD WEALTH MANAGEMENT CORP.
Modesto, CA
AUM
$30.8M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-850-3022
Full profileNo website