VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, OAKLAND
9 advisers found
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
CARBON COLLECTIVE INVESTING, LLC
Oakland, CA
AUM
$348.4M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
925-268-8041
GRANITE CAPITAL
Oakland, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-336-9120
INFINITY FINANCIAL SERVICES ADVISORY
Oakland, CA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-588-8000
BROOKER WEALTH MANAGEMENT
Oakland, CA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-638-1815
IN TOUCH FINANCIAL SERVICES
Oakland, CA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(510) 653-8968
PF WEALTH MANAGEMENT GROUP, LLC
Oakland, CA
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-986-0598
GIBSON MONROE WEALTH ADVISORS
Oakland, CA
AUM
$10.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(510) 229-7608