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 Trusts & Estates advisors in CA, SAN LUIS OBISPO
17 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
TRELLIS WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$479.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-548-8920
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
NWM ADVISORS, LLC
San Luis Obispo, CA
AUM
$329.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
805-781-2773
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
PROSSIMO ADVISORS LLC
San Luis Obispo, CA
AUM
$238.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
805-548-2800
LEWIS FINANCIAL, LLC
San Luis Obispo, CA
AUM
$133.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(805) 548-0900
WRIGHT WEALTH STRATEGIES, LLC
San Luis Obispo, CA
AUM
$127.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-592-1221
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
TEIXEIRA WEALTH MANAGEMENT LLC
San Luis Obispo, CA
AUM
$20.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-698-3520
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