Advisers in Escondido, CA

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

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)% of assets managed (5)Retirement plan consulting (4)

All advisers

Goodrich Financial Group, LLC3296 Via Zamora · Escondido, CA 92029 · (760) 317-1067 · % of assets managedCRD 139958 · % of assets · $14.1 million AUMState registeredNo commissions reported Harvestwise Wealth Planning500 La Terraza Blvd., Suite 150 · Escondido, CA 92025 · (858) 310-1920 · Financial planningCRD 333146 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reported Law Office of Jamie Townsend249 E. Fourth Avenue · Escondido, CA 92025 · (760) 612-9707 · Financial planningCRD 317343 · Hourly chargesState registeredNo commissions reported Red Seven960 Canterbury Place Suite 380 · Escondido, CA 92025 · (760) 705-3520 · Financial planningCRD 168542 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reported Tri-Ad Capital Management I, LLC221 W. Crest St., Ste. 300 · Escondido, CA 92025 · (760) 743-7555 · Flat / fixed feesCRD 324364 · % of assets, Fixed fees · $619.0 million AUMSEC registeredNo commissions reported Vector Financial Solutions, INC.139 East 3rd Ave · Escondido, CA 92025 · (760) 741-3159 · Financial planningCRD 291895 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reported

Talking to advisers in Escondido? 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.