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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

DOGPATCH WEALTH

San Francisco, CA

AUM

$69.5M

Based in CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; CONSULTING FEES

View detailsVisit website
Corporate platformCorporationWebsite listed

VISION CAPITAL INVESTMENT MANAGEMENT, INC.

San Francisco, CA

AUM

$69.5M

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

View detailsVisit website
Corporate platformCorporationWebsite listed

PLATINUM WEALTH MANAGEMENT, INC.

San Diego, CA

AUM

$69.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARIN WEALTH ADVISORS LLC

San Rafael, CA

AUM

$69.4M

Licensed in AZ, CA, MA +5 states
AZCAMANYORWA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FINANCIAL SECURITY SOLUTIONS, CORP.

Valencia, CA

AUM

$69.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

JONES WEALTH ADVISORS, LLC

Pasadena, CA

AUM

$68.9M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BANGERTER FINANCIAL SERVICES, INC.

Roseville, CA

AUM

$68.8M

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

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ANACAPA FINANCIAL, LLC

Ventura, CA

AUM

$68.7M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPHANEXT, LLC

Los Angeles, CA

AUM

$68.5M

Based in CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

KEYSTONE ADVISORY GROUP

Hollister, CA

AUM

$67.8M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOCUSED FINANCES, LLC

Oakland, CA

AUM

$67.8M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MEASURED FINANCIAL

Roseville, CA

AUM

$67.7M

Based in CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MB3 CONSULTING LLC

Glendale, CA

AUM

$67.5M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers
  • BUSINESS & FAMILY OFFICE

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DI BELLO FINANCIAL

Mission Viejo, CA

AUM

$66.9M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WATCHSTONE WEALTH MANAGEMENT LLC

CA

AUM

$66.8M

Licensed in CA, NY
CANY
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
Corporate platformCorporationWebsite listed

ASCENDANT CAPITAL MANAGEMENT

La Palma, CA

AUM

$66.8M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; 401K AND PROFIT SHARING CONSULTING FEES

View detailsVisit website
Advisory firmSole propWebsite listed

BARNETT FINANCIAL PLANNING

Tustin, CA

AUM

$66.7M

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

Team

1 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ADVENT CAPITAL LLC

Roseville, CA

AUM

$66.6M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FERNANDEZ FINANCIAL ADVISORY, LLC

Los Alamitos, CA

AUM

$66.0M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KMR WEALTH ADVISORY, LLC

San Luis Obispo, CA

AUM

$65.7M

Based in CA
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
  • Financial planning
  • Pension consulting
  • Selection of other advisers

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VECTOR FINANCIAL SOLUTIONS, INC.

Escondido, CA

AUM

$65.7M

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
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