INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, MONTEREY
6 advisers found
MCFARLAND ASSOCIATES
Monterey, CA
AUM
$83.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(831) 761-8231
MONTEREY BAY ASSET MANAGEMENT LLC
Monterey, CA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
831-277-0364
THREE SHEEP WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
831-521-6116
BELVILLE FINANCIAL ADVISORS
Monterey, CA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
NO COMPENSATION. HOLDING OUT AS AN INVESTMENT ADVISER
831-647-3170
HAWLEY PERSONAL FINANCE
Monterey, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
4154832335