FONTE FINANCIAL ADVISORS
Carlsbad, CA
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(858) 800-4176
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
M2 CAPITAL ADVISORS
Valencia, CA
AUM
$158.0M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(661) 347-0202
CROSSPOINT FINANCIAL, LLC
Tustin, CA
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-617-4463
AUM
$156.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-300-5143
NEWBURY CAPITAL MANAGEMENT, LLC
South Pasadena, CA
AUM
$154.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
626-796-8898
MILLENNIUM INVESTMENT SERVICES
Van Nuys, CA
AUM
$153.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
818-902-5544
R.H. DINEL INVESTMENT COUNSEL,INC.
Los Angeles, CA
AUM
$153.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-571-7171
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
Huntington Beach, CA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
714-455-2955
GARNER FINANCIAL MANAGEMENT
Lafayette, CA
AUM
$152.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
925.282.5500
DIMENSIONS WEALTH MANAGEMENT, LLC
Roseville, CA
AUM
$152.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(916) 330 - 4108
CHROME ADVISORS
San Francisco, CA
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-818-9005
REDWOOD COAST FINANCIAL PARTNERS
Eureka, CA
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
707-444-9212
CLASSIC FINANCIAL
Westlake Village, CA
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
805-230-2430
AUM
$150.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-452-4220
ONESOURCE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
9169673500
AURORA WEALTH ADVISORS
San Diego, CA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-326-0046
AUM
$147.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1(540) 905-5858
BUCHER WEALTH ADVISORS
San Mateo, CA
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
650-286-9606
STONE STEPS FINANCIAL, LLC
Encinitas, CA
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
760-456-7147
FMB RETIREMENT SERVICES
Westlake Village, CA
AUM
$146.2M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-446-4494
CORNERSTONE WEALTH ADVISORS, INC.
Carlsbad, CA
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-476-1376
PROCORE ADVISORS, LLC
Newport Beach, CA
AUM
$143.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-339-2990
MAYFIELD ADVISORS, INC.
Palo Alto, CA
AUM
$143.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-856-6600
AUM
$143.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
630-420-6601