PROSPERITAS FINANCIAL, LLC
Valencia, CA
AUM
$812.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-255-9555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, VALENCIA
9 advisers found
EAGLE WEALTH MANAGEMENT GROUP INC.
Valencia, CA
AUM
$417.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
661-257-9800
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
Valencia, CA
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(661) 286-0044
FINANCIAL SECURITY SOLUTIONS, CORP.
Valencia, CA
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-344-7177
WEALTH PLANNING GROUP, INC.
Valencia, CA
AUM
$47.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-259-5559
AVINCI WEALTH MANAGEMENT, INC.
Valencia, CA
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-855-2612
SOCAL PLANNERS, INC
Valencia, CA
AUM
$2.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
661-200-5657
MARTIN & COMPANY
Valencia, CA
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-295-9070
RCV FINANCIAL SERVICES
Valencia, CA
AUM
$0
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-993-8611
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