FINDEC WEALTH SERVICES, INC.
Stockton, CA
AUM
$627.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-957-7413
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, STOCKTON
9 advisers found
DKM WEALTH MANAGEMENT, INC.
Stockton, CA
AUM
$316.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
209-800-5855
ATTENTIVE INVESTMENTS, LLC
Stockton, CA
AUM
$197.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
209-636-4931
RSG FINANCIAL GROUP INC
Stockton, CA
AUM
$50.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
209-477-4834
GOLDSTRAND PLANNING GROUP
Stockton, CA
AUM
$43.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-472-7000
SPURGEON FINANCIAL GROUP
Stockton, CA
AUM
$37.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
209-474-8134 X23
BODDINGTON CAPITAL, LLC
Stockton, CA
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
209-395-6772
MICHAEL P LYNCH WEALTH MANAGEMENT, LLC
Stockton, CA
AUM
$23.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
209-472-2901
LEE R. ROBINSON & ASSOCIATES
Stockton, CA
AUM
$3.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
209-472-3727