DEDORA CAPITAL, INC.
Napa, CA
AUM
$550.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-253-0681
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, NAPA
5 advisers found
HARRINGTON INVESTMENTS, INC.
Napa, CA
AUM
$355.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
707-252-6166
5T WEALTH, LLC
Napa, CA
AUM
$331.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(707) 224-1340
SOARES FINANCIAL, INC.
Napa, CA
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
707-255-6900
BENEFITS PLUS, LLC
Napa, CA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
NOT APPLICABLE
925-330-2223