Fee-OnlyFinder

Advisers in Chino Hills, CA

3 advisers in Chino Hills — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bright Legacy LLC15335 Fairfield Ranch Road, Suite 240 · Chino Hills, CA 91709 · (213) 376-2255 · Financial planningCRD 318338 · % of assets · $9.6 million AUMState registeredNo commissions reportedShah Wealth Advisors14778 Pipeline Avenue, Suite a · Chino Hills, CA 91709 · (909) 262-1430 · Financial planningCRD 340644 · % of assets, Fixed fees · $606.2 million AUMSEC registeredNo commissions reportedThe Financial Architects Wealth Management LLC13890 Peyton Drive Ste a · Chino Hills, CA 91709 · (888) 350-5396 · Financial planningCRD 315743 · % of assets, Other · $928,000 AUMState registeredNo commissions reported
Talking to advisers in Chino Hills? 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.