Fee-OnlyFinder

Advisers in El Cerrito, CA

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

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Harborlight Investments, LLC516 El Cerrito Plaza · El Cerrito, CA 94530 · (510) 558-8272 · Financial planningCRD 285805 · % of assets, Hourly charges · $105.8 million AUMState registeredNo commissions reportedWen Capital Advisory Group, INC.11100 San Pablo Ave, Suite 210 · El Cerrito, CA 94530 · (800) 916-9860 · Financial planningCRD 164701 · % of assets, Hourly charges, Subscription fees · $26.6 million AUMState registeredNo commissions reported
Talking to advisers in El Cerrito? 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.