Fee-OnlyFinder

Advisers in Clayton, CA

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

All advisers

Intelligent Investing6200 Center St., Suite 240 · Clayton, CA 94517 · (925) 408-7327 · Financial planningCRD 135120 · % of assets, Hourly charges, Fixed fees · $44.4 million AUMState registeredNo commissions reportedMuhr Advisory Group6200 Center Street, Suite 240 · Clayton, CA 94517 · (916) 705-9900 · % of assets managedCRD 127104 · % of assets · $55.1 million AUMState registeredNo commissions reported
Talking to advisers in Clayton? 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.