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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformCorporationWebsite listed

MESTMAKER & PETREY WEALTH ADVISORS

Bakersfield, CA

AUM

$140.8M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SHERMAN ASSET MANAGEMENT, INC.

Ventura, CA

AUM

$140.8M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PLAN FIRST WEALTH LLC

CA

AUM

$140.3M

Licensed in CA, MA, NJ +5 states
CAMANJNYPATX+2
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CLAREMONT FINANCIAL GROUP,INC.

Claremont, CA

AUM

$140.0M

Licensed in AZ, CA, IL +2 states
AZCAILORTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

LEGACY PCG, LLC

Newport, CA

AUM

$139.8M

Licensed in CA, NY, WA +2 states
CANYWATXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CONTRARY LEGACY LLC

CA

AUM

$139.7M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIKORSKI WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$139.6M

Licensed in AZ, CA, IL +3 states
AZCAILLANYTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

GROSS DOMESTIC PRODUCT, INC

CA

AUM

$139.4M

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • CASH FLOW COACHING, CONCIERGE

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LANE GENERATIONAL LLC

CA

AUM

$139.3M

Licensed in CA, CO, MA +4 states
CACOMATXNHVT+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

TWENTY TWENTY INVESTMENT ADVISORS, LLC

CA

AUM

$139.0M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

BLAIR HALL ADVISORS, LLC

CA

AUM

$138.8M

Licensed in CA, NJ, NY +2 states
CANJNYWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

DORATO CAPITAL MANAGEMENT

CA

AUM

$138.7M

Licensed in CA, CO, TX
CACOTX
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MAYA ADVISORS, INC.

Palo Alto, CA

AUM

$138.2M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARAGON INVESTING, LLC

CA

AUM

$138.2M

Licensed in CA, LA, MI +2 states
CALAMIMOTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

APPLE & ASSOCIATES

Grass Valley, CA

AUM

$137.7M

Licensed in CA, ID, OR, TX
CAIDORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

WALLENDER, TIMOTHY JOSEPH

Manhattan Beach, CA

AUM

$137.3M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

COOKE WEALTH MANAGEMENT, LLC

Irvine, CA

AUM

$136.9M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BROOKER WEALTH MANAGEMENT

Oakland, CA

AUM

$136.4M

Licensed in CA, OR, TX
CAORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

J K R & COMPANY, INC.

Van Nuys, CA

AUM

$136.3M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHRISE FINANCIAL PLANNING, LLC

Carlsbad, CA

AUM

$136.0M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

15 EQUITY

Santa Barbara, CA

AUM

$135.9M

Licensed in CA, LA, NC, TX
CALANCTX
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

1N CAPITAL, LLC

CA

AUM

$135.9M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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