Fee-OnlyFinder

Advisers in Carmel, CA

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

Financial planning (7)Hourly fees (3)Flat / fixed fees (5)% of assets managed (9)

All advisers

Bleeck Financial Management, INC.Vandervorst CT., Suite 6,, Corner of San Carlos and Ocean Avenue · Carmel, CA 93923 · (831) 626-4011 · % of assets managedCRD 132124 · % of assets, Other · $77.6 million AUMState registeredNo commissions reportedCarmel Capital Management L.L.C.26350 Carmel Rancho Lane, Suite 225 · Carmel, CA 93923 · (831) 625-1375 · Financial planningCRD 120675 · % of assets, Other · $392.0 million AUMSEC registeredNo commissions reportedCypress Path Capital, LLC200 Clocktower Place, Suite E-208 · Carmel, CA 93923 · (831) 625-1530 · Financial planningCRD 133975 · % of assets, Hourly charges, Fixed fees · $81.6 million AUMState registeredNo commissions reportedInterlake Capital Management, LLC100 Clock Tower Place, Suite 120 · Carmel, CA 93923 · (608) 216-4548 · Financial planningCRD 142577 · % of assets · $95.0 million AUMState registeredNo commissions reportedKilzer Wealth Management26465 Carmel Rancho Bl # 4 · Carmel, CA 93923 · (831) 624-7783 · Financial planningCRD 134100 · % of assets, Hourly charges, Fixed fees · $15.4 million AUMState registeredNo commissions reportedLawrence J. Chazen, INC.6 Th and Mission Street, Second Floor · Carmel, CA 93921 · (831) 601-9701 · Flat / fixed feesCRD 119350 · Fixed fees · $35.0 million AUMState registeredNo commissions reportedNeumeier Poma Investment Counsel LLC26435 Carmel Rancho Boulevard, Suite 200 · Carmel, CA 93923 · (831) 625-6355 · % of assets managedCRD 110672 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedPraetorian Guard, a Division of Praetorian Wealth Management,inc3775 Via Nona Marie, Suite 220 · Carmel, CA 93923 · (831) 622-9600 · Financial planningCRD 147814 · % of assets · $598.7 million AUMSEC registeredNo commissions reportedSynergist Wealth Advisors3855 Via Nona Marie · Carmel, CA 93923 · (831) 626-1442 · Financial planningCRD 127126 · % of assets, Hourly charges, Fixed fees · $37.2 million AUMState registeredNo commissions reportedTopturn Capital, LLC200 Clock Tower Place, Suite B208 · Carmel, CA 93923 · (831) 324-0481 · Financial planningCRD 151464 · % of assets, Fixed fees · $187.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Carmel? 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.