SAN LUIS WEALTH ADVISORS
San Luis Obispo, CA
AUM
$760.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-810-0002
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SAN LUIS OBISPO
13 advisers found
CERRO PACIFIC WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$531.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
805-457-3300
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
San Luis Obispo, CA
AUM
$423.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(805) 543-4366
PHILLIP B. WHITE CO., INC
San Luis Obispo, CA
AUM
$318.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-736-2108
PEAK WEALTH ADVISORS, INC.
San Luis Obispo, CA
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 233-7011
KMR WEALTH ADVISORY, LLC
San Luis Obispo, CA
AUM
$65.7M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
805-546-9664
RIGHT BRAIN MONEY
San Luis Obispo, CA
AUM
$58.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-668-2020
LANCE PARKER WEALTH MANAGEMENT
San Luis Obispo, CA
AUM
$37.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
805-781-2778
AQUILA WEALTH ADVISORS
San Luis Obispo, CA
AUM
$20.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(805)250-4552
ELEMENTAL WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$9.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-709-8977
BURKART & STEVENS WEALTH MANAGEMENT
San Luis Obispo, CA
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-543-6876
CREW WEALTH MANAGEMENT
San Luis Obispo, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
805-781-3885
R.I.T. WEALTH ADVISORS
San Luis Obispo, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 340-1701