Falists

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Filter by name, location, or specialty. All data from public SEC filings.

158 advisers found

FELL CAPITAL MANAGEMENT

Newport Beach, CA

AUM

$161.8M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

949-476-5056

Full profileNo website

LIFETIME FINANCIAL, INC.

Newport Beach, CA

AUM

$63.3M

Wealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

—

Fees

Percentage of AUM; ACTS AS A SOLICITOR

800-810-1736

Full profileNo website

RJR FINANCIAL SERVICES

Newport Beach, CA

AUM

$47.9M

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

949-724-8506

Full profileNo website

TATE CAPITAL GROUP

Newport Beach, CA

AUM

$33.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

9493928874

Full profileNo website

CENTRIPLAN, LLC

Newport Beach, CA

AUM

$24.2M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

949-721-1922

Full profileNo website

CROSSMARKET CAPITAL, LLC

Newport Beach, CA

AUM

$22.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

(949)290-1660

Full profileNo website
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