Fee-OnlyFinder

Advisers in Burbank, CA

10 advisers in Burbank — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Bene Wealth Management Company2600 W. Olive Ave., 5th Floor · Burbank, CA 91505 · (213) 588-1880 · % of assets managedCRD 326301 · % of assets · $22.5 million AUMState registeredNo commissions reportedCalifornia Capital Management2520 West Olive Avenue, Suite 300 · Burbank, CA 91505 · (818) 766-0660 · Financial planningCRD 130734 · % of assets, Hourly charges, Fixed fees · $358.4 million AUMSEC registeredNo commissions reportedConvey Wealth LLC4100 W. Alameda Ave, 300 · Burbank, CA 91505 · (310) 397-4373 · Financial planningCRD 322622 · % of assets, Fixed fees · $51.7 million AUMState registeredNo commissions reportedConway Capital Management, INC.3500 W. Olive Avenue, Suite 300 · Burbank, CA 91505 · (213) 434-1145 · % of assets managedCRD 133260 · % of assets · $231.9 million AUMSEC registeredNo commissions reportedCta Wealth Advisors, INC.290 East Verdugo Avenue, Suite 205 · Burbank, CA 91502 · (818) 841-1746 · Financial planningCRD 113007 · % of assets, Hourly charges, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedFade in Financial3900 W Alameda Ave, Suite 1519 · Burbank, CA 91505 · (818) 588-6892 · Financial planningCRD 311994 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedHatfield Insurance & Financial Services, INC.2501 West Burbank Blvd, Suite 207 · Burbank, CA 91505 · (818) 981-5050 · Financial planningCRD 169941 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reportedKensington Ami, LLC2600 West Olive Ave, 5th Floor · Burbank, CA 91505 · (818) 333-5318 · Financial planningCRD 145898 · % of assets · $80.2 million AUMState registeredNo commissions reportedLazari Capital Management, INC.3500 W. Olive Ave, Suite 730 · Burbank, CA 91505 · (818) 264-0610 · Financial planningCRD 172932 · % of assets, Fixed fees, Performance-based fees · $691.1 million AUMSEC registeredNo commissions reportedRussell Doe Financial Services3500 W. Olive Avenue, #300 · Burbank, CA 91505 · (818) 367-5666 · % of assets managedCRD 134840 · % of assets · $10.0 million AUMState registeredNo commissions reported
Talking to advisers in Burbank? 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.