Fee-OnlyFinder

Advisers in Eureka, CA

3 advisers in Eureka — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Ebert Capital Management INC.530 F Street · Eureka, CA 95501 · (707) 407-3813 · Financial planningCRD 155169 · % of assets, Hourly charges · $116.3 million AUMSEC registeredNo commissions reportedPremier Financial Group INC725 Sixth Street · Eureka, CA 95501 · (707) 443-2741 · Financial planningCRD 107314 · % of assets, Fixed fees · $819.9 million AUMSEC registeredNo commissions reportedRedwood Coast Financial Partners923 3rd Street · Eureka, CA 95501 · (707) 444-9212 · Financial planningCRD 226560 · % of assets · $151.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Eureka? 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.