Fee-OnlyFinder

Advisers in Alamo, CA

4 advisers in Alamo — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Koch Capital Management LLC3153 Via Larga · Alamo, CA 94507 · (925) 526-5624 · Financial planningCRD 148575 · % of assets, Fixed fees · $50.4 million AUMState registeredNo commissions reportedLodestar Private Asset Management LLC3201 Danville Blvd, Suite 275 · Alamo, CA 94507 · (925) 838-1234 · Financial planningCRD 107638 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedPring Turner3195 Danville Blvd Ste 8 · Alamo, CA 94507 · (925) 287-8527 · Financial planningCRD 110931 · % of assets · $296.9 million AUMSEC registeredNo commissions reportedRudney Associates1499 Danville Blvd, Suite 250 · Alamo, CA 94507 · (925) 838-0696 · % of assets managedCRD 110235 · % of assets, Other · $940.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Alamo? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.