Advisers in Cupertino, CA

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

Financial planning (5)Flat / fixed fees (3)

All advisers

Chinese Abraham Investment Advisors LLC20111 Stevens Creek Blvd, Suite 200 · Cupertino, CA 95014 · (408) 725-2975 · Financial planningCRD 132170 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reported Everest Private Wealth10080 N. Wolfe Road, Suite Sw3-200 · Cupertino, CA 95014 · (408) 502-6015 · Financial planningCRD 142945 · % of assets, Hourly charges, Fixed fees · $410.8 million AUMSEC registeredNo commissions reported Infinity 8 Investments, LLC10080 N Wolfe Road, Suite Sw3-200 · Cupertino, CA 95014 · (408) 501-8848 · Financial planningCRD 152180 · % of assets, Fixed fees · $123.9 million AUMSEC registeredNo commissions reported Pruneyard Financial Group, INC.22801 Longdown Road · Cupertino, CA 95014 · (408) 377-4444 · Financial planningCRD 117378 · % of assets · $90.9 million AUMSEC registeredNo commissions reported Sp Asset Management LLC20380 Town Center Lane, Ste 205 · Cupertino, CA 95014 · (408) 257-7711 · Financial planningCRD 323369 · % of assets · $1.9 billion AUMSEC registeredNo commissions reported The Tilted Funds Group, LLC20400 Stevens Creek Blvd Ste 700 · Cupertino, CA 95014 · (408) 418-2415 · % of assets managedCRD 141537 · % of assets · $811,000 AUMState registeredNo commissions reported

Talking to advisers in Cupertino? 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.