NATURAL BRIDGES FINANCIAL ADVISORS
Santa Cruz, CA
AUM
$155.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Fixed fees
831-421-0700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SANTA CRUZ
4 advisers found
WYNN CAPITAL MANAGEMENT, LLC
Santa Cruz, CA
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
831.600.7326
WILDFLOWER FINANCIAL LLC
Santa Cruz, CA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
831-854-7291
FULLGUARDS FINANCIAL
Santa Cruz, CA
AUM
$7.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8314259886