Fee-OnlyFinder

Advisers in Burlingame, CA

7 advisers in Burlingame — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)Flat / fixed fees (4)

All advisers

Burlingame Wealth Management, LLC345 Lorton Ave., Suite 201 · Burlingame, CA 94010 · (650) 597-2400 · Financial planningCRD 300041 · % of assets, Other · $129.4 million AUMSEC registeredNo commissions reportedCircuit Wealth LLC851 Burlway Rd., Ste 306 · Burlingame, CA 94010 · (650) 220-7555 · Financial planningCRD 335718 · % of assets, Fixed fees · $1.2 million AUMState registeredNo commissions reportedLuna Capital Management, LLC1799 Bayshore Highway, Suite 128a · Burlingame, CA 94010 · (415) 513-5257 · Financial planningCRD 307687 · % of assets, Hourly charges, Fixed fees · $116.4 million AUMSEC registeredNo commissions reportedMc Investments & Advisory LLC1633 Bayshore Hwy, Suite 222 · Burlingame, CA 94010 · (415) 909-8802 · Financial planningCRD 333853 · % of assets, Hourly charges, Performance-based fees · $4.0 million AUMState registeredNo commissions reportedOccidental Asset Management, LLC301 California Drive #9 · Burlingame, CA 94010 · (650) 344-1600 · Financial planningCRD 168650 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedOptura Advisors, INC.533 Airport Blvd, Suite 400 · Burlingame, CA 94010 · (415) 968-9269 · Financial planningCRD 175424 · % of assets, Hourly charges, Fixed fees · $671,002 AUMState registeredNo commissions reportedTessara Wealth340 Lorton Ave, Ste 216 · Burlingame, CA 94010 · (650) 636-7526 · Financial planningCRD 283295 · % of assets, Hourly charges, Fixed fees · $162.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Burlingame? 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.