Fee-OnlyFinder

Advisers in Diamond Bar, CA

5 advisers in Diamond Bar — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)% of assets managed (4)

All advisers

Lagos Wealth Advisors1320 Valley Vista Drive, Suite 202 · Diamond Bar, CA 91765 · (714) 940-0888 · % of assets managedCRD 117551 · % of assets · $64.2 million AUMState registeredNo commissions reportedLlg Wealth Management1370 Valley Vista Dr, Suite 200 · Diamond Bar, CA 91765 · (855) 554-9584 · Financial planningCRD 289348 · Fixed fees · $7.0 million AUMState registeredNo commissions reportedSyndicated Capital, INC.21671 Gateway Center Drive, Suite 111 · Diamond Bar, CA 91765 · (310) 751-7098 · Financial planningCRD 29037 · % of assets, Fixed fees, Other · $142.0 million AUMSEC registeredNo commissions reportedThe Financial Group21700 Copley Drive, Suite 160 · Diamond Bar, CA 91765 · (909) 860-7527 · Financial planningCRD 169966 · % of assets, Hourly charges · $33.7 million AUMState registeredNo commissions reportedValuetech Private Advisors1370 Valley Vista Dr, Suite 200 · Diamond Bar, CA 91765 · (323) 600-4931 · Financial planningCRD 311165 · % of assets, Hourly charges, Fixed fees · $21.4 million AUMState registeredNo commissions reported
Talking to advisers in Diamond Bar? 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.