Fee-OnlyFinder

Advisers in Chico, CA

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

Financial planning (4)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Altum Wealth Advisors1074 E. Ave. Suite T1 · Chico, CA 95926 · (530) 924-0110 · Financial planningCRD 301214 · % of assets, Fixed fees · $135.0 million AUMSEC registeredNo commissions reportedMurray Financial Services, INC140 Yellowstone Drive, Suite 100 · Chico, CA 95973 · (530) 896-5484 · Financial planningCRD 176528 · % of assets, Hourly charges, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedSpelts Wealth Management, INC.901 Bruce Road, Suite 160 · Chico, CA 95928 · (530) 891-0717 · % of assets managedCRD 338961 · % of assets · $84.0 million AUMState registeredNo commissions reportedSweeney & Michel, LLC196 Cohasset Road, Suite 100 · Chico, CA 95926 · (530) 487-1777 · Financial planningCRD 282595 · % of assets, Hourly charges, Fixed fees · $752.6 million AUMSEC registeredNo commissions reportedWaller Financial Coaching55 Independence Circle, Suite 108 · Chico, CA 95973 · (530) 206-7994 · Financial planningCRD 172701 · % of assets, Fixed fees · $90.9 million AUMState registeredNo commissions reported
Talking to advisers in Chico? 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.