Fee-OnlyFinder

Advisers in Carmel-By-The-Sea, CA

2 advisers in Carmel-By-The-Sea — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Stillwater Capital ManagementNw Corner of 8th Ave and San Carlos St #2 · Carmel-By-The-Sea, CA 93921 · (831) 877-1095 · Financial planningCRD 313075 · % of assets · $102.5 million AUMSEC registeredNo commissions reportedThepartners Wealth ManagementNw Corner Ocean Avenue and Mission Street, Second Level · Carmel by the Sea, CA 93921 · (800) 324-3010 · Financial planningCRD 314816 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Carmel-By-The-Sea? 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.