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Advisers in Clovis, CA

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

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Integrated Planning & Investments1606 Clovis Ave. · Clovis, CA 93612 · (559) 472-3656 · Financial planningCRD 325172 · % of assets, Fixed fees · $107.0 million AUMState registeredNo commissions reportedSimplifiedfp755 North Peach Avenue, Suite G10 · Clovis, CA 93611 · (559) 938-0305 · Financial planningCRD 338336 · % of assets, Hourly charges, Fixed fees · $51.3 million AUMState registeredNo commissions reported
Talking to advisers in Clovis? 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.