Fee-OnlyFinder

Advisers in El Dorado Hills, CA

10 advisers in El Dorado Hills — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (4)

All advisers

Bridgeview Capital Advisors, INC.5170 Golden Foothill Parkway · El Dorado Hills, CA 95762 · (916) 235-6857 · Financial planningCRD 6290 · % of assets, Hourly charges · $122.2 million AUMSEC registeredNo commissions reportedContinuum Financial Partners, LLC5000 Windplay Drive, Unit 2 · El Dorado Hills, CA 95762 · (916) 934-0439 · Financial planningCRD 165694 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedGoldenstone Wealth Management5170 Golden Foothill Parkway · El Dorado Hills, CA 95762 · (916) 799-6527 · % of assets managedCRD 310041 · % of assets · $238.3 million AUMSEC registeredNo commissions reportedJoiner Financial, LLC4944 Windplay Drive, Suite 113 · El Dorado Hills, CA 95762 · (916) 988-0000 · Financial planningCRD 147962 · % of assets, Hourly charges, Performance-based fees · $63.4 million AUMState registeredNo commissions reportedLarsen Wealth Management5180 Golden Foothill Pkwy, Ste 220 · El Dorado Hills, CA 95762 · (916) 939-6860 · Financial planningCRD 146620 · % of assets, Fixed fees · $172.2 million AUMSEC registeredNo commissions reportedMw Investment Strategy4370 Town Center Blvd., Suite 220 · El Dorado Hills, CA 95762 · (916) 608-4284 · Financial planningCRD 118433 · % of assets, Hourly charges, Fixed fees · $42.8 million AUMSEC registeredNo commissions reportedRossi Financial Group1212 Suncast Lane #1 · El Dorado Hills, CA 95762 · (916) 730-6366 · Financial planningCRD 164096 · % of assets, Fixed fees · $41.6 million AUMState registeredNo commissions reportedStatheros Financial Solutions, INC.1107 Investment Blvd., Ste. 135 · El Dorado Hills, CA 95762 · (916) 932-1219 · Financial planningCRD 306217 · % of assets · $926.2 million AUMSEC registeredNo commissions reportedThrive Financial Planning5170 Golden Foothill Parkway, Suite 201 · El Dorado Hills, CA 95762 · (916) 235-8240 · Financial planningCRD 172558 · % of assets, Hourly charges, Fixed fees · $44.3 million AUMState registeredNo commissions reportedVan Hulzen Financial Advisors4370 Town Center Blvd., Suite 220 · El Dorado Hills, CA 95762 · (916) 608-4284 · Financial planningCRD 116632 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported
Talking to advisers in El Dorado Hills? 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.