Fee-OnlyFinder

Advisers in Concord, CA

6 advisers in Concord — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (4)

All advisers

Api Capital, LLC1001 Galaxy Way, Suite 205 · Concord, CA 94520 · (925) 827-2222 · Financial planningCRD 334427 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedArchvest Wealth Advisors, INC.1390 Willow Pass Rd., #930 · Concord, CA 94520 · (925) 215-5600 · Financial planningCRD 172087 · % of assets, Hourly charges, Fixed fees · $387.0 million AUMSEC registeredNo commissions reportedAssetmark, INC.1655 Grant Street, 10th Floor · Concord, CA 94520 · (800) 664-5345 · Flat / fixed feesCRD 109018 · % of assets, Fixed fees · $91.8 billion AUMSEC registeredNo commissions reportedD & T Financial Advisors, INC.1985 Bonifacio Street, Suite 201 · Concord, CA 94520 · (925) 689-1360 · % of assets managedCRD 136297 · % of assets, Other · $87.4 million AUMState registeredNo commissions reportedHunt Wealth Management1001 Galaxy Way, Suite 203 · Concord, CA 94520 · (925) 279-1102 · % of assets managedCRD 288892 · % of assets · $110.0 million AUMSEC registeredNo commissions reportedInsight Capital Management1390 Willow Pass Road, Suite 960 · Concord, CA 94520 · (925) 362-9571 · Financial planningCRD 314558 · % of assets, Fixed fees · $330.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Concord? 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.