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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

WEALTH & TAX PLANNERS LLC

Walnut Creek, CA

AUM

$75.0M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CENTERED FINANCIAL

Carlsbad, CA

AUM

$75.0M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BEYOND WEALTH ADVISORY LLC

South San Francisco, CA

AUM

$74.8M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GINSBERG FINANCIAL STRATEGIES

Walnut Creek, CA

AUM

$74.8M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PROBITAS FINANCIAL

Newport Beach, CA

AUM

$74.7M

Based in CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SATORI WEALTH MANAGEMENT, INC.

San Diego, CA

AUM

$74.7M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MURAWSKI WEALTH MANAGEMENT

Los Angeles, CA

AUM

$74.5M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

TREUSSARD CAPITAL MANAGEMENT

Newport Beach, CA

AUM

$74.5M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

HAWLEY ADVISORS

Walnut Creek, CA

AUM

$74.2M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

MFAC FINANCIAL ADVISORS, INC.

Westlake Village, CA

AUM

$74.1M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

MILES BROWN ASSET MANAGEMENT

Santa Rosa, CA

AUM

$73.4M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STRATEGIC FINANCIAL

Thousand Oaks, CA

AUM

$73.4M

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

Team

1 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

CA

AUM

$73.2M

Licensed in CA, GA, IL +15 states
CAGAILINKYLA+12
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

THE BYCOFF GROUP LLC

CA

AUM

$72.6M

Licensed in CA, NJ, NY
CANJNY
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESTUS FINANCIAL

Newport Beach, CA

AUM

$72.6M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MDRN WEALTH

Venice, CA

AUM

$72.5M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MONROE WEALTH MANAGEMENT LLC

San Francisco, CA

AUM

$72.2M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ANDREWS CAPITAL MANAGEMENT INC

Coronado, CA

AUM

$71.4M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

KEEP IT SIMPLE FINANCIAL PLANNING

Orange, CA

AUM

$71.2M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ROGERS INVESTMENT ADVISORS, LLC

Santa Clara, CA

AUM

$70.6M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WANG FINANCIAL, LLC

Santa Barbara, CA

AUM

$70.2M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTH ALLIANCE, LLC

San Diego, CA

AUM

$70.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

CAPITAL FINANCIAL MANAGEMENT

San Diego, CA

AUM

$69.7M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
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