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Showing Trusts & Estates advisors in CA
2,324 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 20 of 20 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| SHIFTING THE CULTURE WEALTH PARTNERS LLC CRD 309408 | Los Angeles, CA | Advisory firm LLC | $2.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOSEPH M. SEBO, CFP INC. CRD 323589 | Oceanside, CA | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| JSW GLOBAL CAPITAL GROUP CRD 136295 | Fresno, CA | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RR FINANCIAL MANAGEMENT LLC CRD 310395 | Fresno, CA | Advisory firm LLC | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIHARA WEALTH MANAGEMENT LLC CRD 332749 | Torrance, CA | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBEL FINANCIAL ADVISORS CRD 155640 | San Mateo, CA | Advisory firm Sole prop | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BARTLETT, LAWRENCE E CRD 136282 | Arcadia, CA | Advisory firm Sole prop | $700K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CME STRATEGIC WEALTH MANAGEMENT CRD 282471 | Temecula, CA | Advisory firm Sole prop | $644K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COUILLARD CAPITAL LLC CRD 333709 | Los Angeles, CA | Advisory firm LLC | $500K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL INVESTMENT CAPITAL LLC CRD 316134 | West Hills, CA | Advisory firm LLC | $441K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA CAPITAL ASSET MANAGEMENT LLC CRD 323624 | Irvine, CA | Advisory firm LLC | $400K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT PLANNERS CRD 134656 | El Segundo, CA | Advisory firm Sole prop | $290K | 1 advisors | Hourly charges | View | |
| CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC CRD 305719 | Newport Beach, CA | Advisory firm LLC | $247K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PEARSON, FREDERICK, NORMAN JR. CRD 152181 | San Diego, CA | Advisory firm Sole prop | $76K | 1 advisors | Percentage of AUM | View | |
| WHITESWAN TRADING CORPORATION CRD 300671 | San Francisco, CA | Corporate platform Corporation | $6K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIDUCIARY SOLUTIONS LLC CRD 332247 | Roseville, CA | Advisory firm LLC | — | 3 advisors | SELECTION OF OTHER ADVISER FEES | View | |
| FINANCIAL PLANNING ASSOCIATES CRD 317454 | Aptos, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; REFERRAL FEES | View | |
| GENERATIVE FAMILY OFFICE LLC CRD 327848 | Moraga, CA | Advisory firm LLC | — | 1 advisors | Hourly charges; Fixed fees | View | |
| LOTUSLAND PROPERTIES CRD 324016 | Palm Desert, CA | Corporate platform Corporation | — | 1 advisors | SOLICITOR FEES | View | |
| WB FINANCIAL SERVICES, LLC CRD 135438 | Woodland Hills, CA | Advisory firm LLC | — | 1 advisors | REFERRAL FEES | View |