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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

FOLIOBEYOND, LLC

CA

AUM

$206.6M

Licensed in CA, NY, TX
CANYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALEXIS INVESTMENT PARTNERS, LLC

CA

AUM

$206.4M

Licensed in CA, MA, NJ +7 states
CAMANJNYNCPA+4
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HFH PLANNING INC.

CA

AUM

$206.1M

Licensed in CA, NJ, NY
CANJNY
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HARDWORKING CAPITAL ADVISORS, LLC

Palm Desert, CA

AUM

$206.0M

Licensed in AZ, CA, CO +2 states
AZCACOORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRIGHTPATH WEALTH PLANNING, LLC

Camarillo, CA

AUM

$205.8M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE PUTNEY FINANCIAL GROUP LLC

San Rafael, CA

AUM

$205.4M

Licensed in AL, CA, NV +5 states
ALCANVNMORWA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE MARBLE INVESTMENTS

Santa Barbara, CA

AUM

$205.1M

Licensed in CA, CO, DC +12 states
CACODCGAILIN+9
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Publication of periodicals

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

3RD CREEK INVESTMENTS

CA

AUM

$204.9M

Licensed in CA, CO, ID +4 states
CACOIDNVNYWA+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DONALIES FINANCIAL PLANNING, LLC

CA

AUM

$204.5M

Licensed in CA, DC, MD +4 states
CADCMDMTNYVA+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PROSPECT FINANCIAL GROUP LLC

CA

AUM

$204.4M

Licensed in CA, PA, VA, TX
CAPAVATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLY FINANCES

CA

AUM

$204.2M

Licensed in CA, TX, NH, FL
CATXNHFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

26-50

Fees

Hourly charges · Subscription fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BALL & COMPANY

CA

AUM

$203.1M

Licensed in CA, OR, TN +2 states
CAORTNWYTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

Roseville, CA

AUM

$202.4M

Licensed in AZ, CA, CO +4 states
AZCACONVTNTX+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHNSON LYMAN WEALTH ADVISORS

Los Altos, CA

AUM

$202.1M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

SOUNDHAVEN CAPITAL MANAGEMENT

CA

AUM

$202.1M

Licensed in CA, NJ, NY +2 states
CANJNYTXCT
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC FINANCIAL STRATEGIES, INC

Thousand Oaks, CA

AUM

$201.2M

Licensed in AZ, CA, CO +4 states
AZCACOIDUTWA+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING

View detailsVisit website
Advisory firmLLCWebsite listed

UPPER LEFT WEALTH MANAGEMENT, LLC

CA

AUM

$201.1M

Licensed in CA, CO, MA +5 states
CACOMANJNYVA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MY PORTFOLIO GUIDE, LLC

Seal Beach, CA

AUM

$201.0M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

EMERALD BAY WEALTH MANAGEMENT LLC

Tahoe City, CA

AUM

$200.4M

Based in CA
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLCWebsite listed

THOMPSON CAPITAL MANAGEMENT, LLC

CA

AUM

$200.1M

Licensed in CA, GA, IL +7 states
CAGAILLAMINJ+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CEDARSTONE ADVISORS

Thousand Oaks, CA

AUM

$198.4M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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