Fee-OnlyFinder

Advisers in Danville, CA

14 advisers in Danville — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Andrews, Lucia Wealth Management LLC939 Hartz Way, Suite 200 · Danville, CA 94526 · (925) 837-8355 · % of assets managedCRD 130931 · % of assets · $543.5 million AUMSEC registeredNo commissions reportedAuxi Asset Management, LLC402 Railroad Ave, Suite 201 · Danville, CA 94526 · (855) 855-2894 · % of assets managedCRD 135421 · % of assets · $97.3 million AUMState registeredNo commissions reportedBlackhawk Wealth Advisors3860 Blackhawk Rd, Ste. 160 · Danville, CA 94506 · (888) 985-7526 · % of assets managedCRD 132251 · % of assets · $62.1 million AUMState registeredNo commissions reportedDolan Partners LLC100 School Street · Danville, CA 94526 · (415) 608-2080 · Financial planningCRD 152317 · % of assets, Fixed fees · $55.2 million AUMState registeredNo commissions reportedEncompass More Asset Management LLC390 Diablo Rd, Suite 100 · Danville, CA 94526 · (925) 272-8850 · Financial planningCRD 322382 · % of assets, Hourly charges, Subscription fees · $984.9 million AUMSEC registeredNo commissions reportedFisher & Wiens Wealth Management, LLC931 Hartz Avenue, Suite 201 · Danville, CA 94526 · (925) 964-0090 · % of assets managedCRD 286079 · % of assets · $250.3 million AUMSEC registeredNo commissions reportedFullerton Advisors, LLC318 Diablo Road, Suite 260 · Danville, CA 94526 · (925) 480-7018 · Financial planningCRD 148880 · % of assets, Hourly charges, Fixed fees · $120.4 million AUMSEC registeredNo commissions reportedGallagher Wealth Management500 La Gonda Way, Suite 200 · Danville, CA 94526 · (925) 831-3043 · Financial planningCRD 161266 · % of assets, Hourly charges, Fixed fees · $123.5 million AUMSEC registeredNo commissions reportedGreykasell Wealth Strategies, INC.145 E. Prospect, Suite 202 · Danville, CA 94526 · (925) 263-9275 · Financial planningCRD 329018 · % of assets, Hourly charges, Fixed fees · $443.2 million AUMSEC registeredNo commissions reportedJersin Financial Services931 Hartz Way, Ste. 120 · Danville, CA 94526 · (925) 725-6750 · % of assets managedCRD 126990 · % of assets · $78.2 million AUMState registeredNo commissions reported
Manetta Wealth4115 Blackhawk Plaza Circle, Suite 100 · Danville, CA 94506 · (925) 648-2000 · % of assets managedCRD 328836 · % of assets · $50.0 million AUMState registeredNo commissions reportedPacific Wealth Advisory Services LLC50 Oak Court Suite 230 · Danville, CA 94526 · (925) 838-7566 · % of assets managedCRD 330888 · % of assets · $96.3 million AUMSEC registeredNo commissions reportedRegan Financial Group, LLC145 Town and Country Road, Suite 101 · Danville, CA 94526 · (925) 820-0630 · Financial planningCRD 284756 · % of assets, Hourly charges, Fixed fees · $739,000 AUMState registeredNo commissions reportedThe Pacific Center for Financial Services156 Diablo Road, Suite 320 · Danville, CA 94526 · (925) 838-7700 · Financial planningCRD 104557 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Talking to advisers in Danville? 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.