Fee-OnlyFinder

Advisers in Arcadia, CA

5 advisers in Arcadia — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Clarity Financial440 E. Huntington Drive, Suite 300 · Arcadia, CA 91106 · (310) 415-0765 · Financial planningCRD 307264 · % of assets, Fixed fees, Other · $462,000 AUMState registeredNo commissions reportedColton Wealth Management148 E. Foothill Blvd, Suite 201 · Arcadia, CA 91006 · (626) 726-4203 · Financial planningCRD 150486 · % of assets · $135.1 million AUMSEC registeredNo commissions reportedCsi Wealth Management20 East Foothill Blvd.,, Suite 100 · Arcadia, CA 91006 · (626) 294-0414 · Financial planningCRD 328963 · % of assets, Hourly charges, Fixed fees · $12.1 million AUMState registeredNo commissions reportedRaymond Liao Investment Advisor440 East Huntington Dr, Suite 300 · Arcadia, CA 91006 · (626) 768-3628 · Financial planningCRD 312570 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedRf Capital Management615 Las Tunas Drive, Suite 203 · Arcadia, CA 91007 · (626) 478-0234 · % of assets managedCRD 289534 · % of assets, Performance-based fees · $815,952 AUMState registeredNo commissions reported
Talking to advisers in Arcadia? 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.