ABUNDANT WEALTH PARTNERS, LLC
Santa Barbara, CA
AUM
$103.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-451-9131
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
56 advisers found
LUCENT WEALTH PLANNING, LLC
Santa Barbara, CA
AUM
$102.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
805-963-7070
LAGUNA CAPITAL MANAGEMENT, INC.
Santa Barbara, CA
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-969-9935
SUMMA CAPITAL MANAGEMENT LLC
Santa Barbara, CA
AUM
$79.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
805-895-2780
WANG FINANCIAL, LLC
Santa Barbara, CA
AUM
$70.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
805-568-5313
HONOR FAMILY OFFICE, LLC
Santa Barbara, CA
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-385-6083
DUNVEGAN ASSOCIATES INC
Santa Barbara, CA
AUM
$53.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
805-969-5432
DURAN CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-284-2037
MONTECITO CAPITAL MANAGEMENT
Santa Barbara, CA
AUM
$35.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
805-965-7955
IRONCREST CAPITAL MANAGEMENT LLC
Santa Barbara, CA
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
213-709-4729
ALBERT INVESTMENTS, LLC
Santa Barbara, CA
AUM
$22.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Fixed fees
844-891-9309
FILIPPINI INVESTMENT ADVISORY
Santa Barbara, CA
AUM
$20.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(805) 969-9690
ARGOS GLOBAL ADVISORS, LLC
Santa Barbara, CA
AUM
$13.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
805-203-1208
PRESIDIO FINANCIAL ADVISORS LLC
Santa Barbara, CA
AUM
$4.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
805-869-6428
LAMBERT CAPITAL MANAGEMENT
Santa Barbara, CA
AUM
$4.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-688-1982
SELECT INVESTMENT SERVICES
Santa Barbara, CA
AUM
$539K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8056980360
LEVELIZED CAPITAL MANAGEMENT LLC
Santa Barbara, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
516-514-7664
MERUS ADVISORS, LLC
Santa Barbara, CA
AUM
—
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
805-965-0509
SANTA BARBARA VENTURE PARTNERS GP II LLC
Santa Barbara, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
805-637-1051