RUBICON ADVISORS
Redding, CA
AUM
$420.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-223-5357
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, REDDING
8 advisers found
BRIGHT LAKE WEALTH MANAGEMENT, LLC
Redding, CA
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(530) 395-0202
GSR CAPITAL MANAGEMENT, INC.
Redding, CA
AUM
$88.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-226-1600
RETIREMENT LIFESTYLES ADVISORY GROUP
Redding, CA
AUM
$68.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-319-5158
PARALLEL WEALTH MANAGEMENT
Redding, CA
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
530-605-1241
RIC KOMAREK, CFP
Redding, CA
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
530-232-4822
WOVEN CAPITAL, LLC
Redding, CA
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-255-4476
CONVERGENCE WEALTH PARTNERS LLC
Redding, CA
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(530) 240-9494