Fee-OnlyFinder

Advisers in Chino, CA

2 advisers in Chino — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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David De Koekkoek, Cfp, Ea12474 Central Suite a · Chino, CA 91710 · (909) 467-5433 · Financial planningCRD 113080 · Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedTres Wealth Management Group, LLC15302 Central Ave · Chino, CA 91710 · (909) 860-1975 · % of assets managedCRD 285908 · % of assets · $65.0 million AUMState registeredNo commissions reported
Talking to advisers in Chino? 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.