Fee-OnlyFinder

Advisers in Fair Oaks, CA

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

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Bellwether Capital Management LLC7840 Madison Ave, Ste 115 · Fair Oaks, CA 95628 · (888) 338-0777 · Financial planningCRD 153633 · % of assets, Hourly charges · $36.4 million AUMState registeredNo commissions reportedEckel Financial Advisors8060 Sierra St · Fair Oaks, CA 95628 · (510) 502-9164 · % of assets managedCRD 334463 · % of assets · $27.8 million AUMState registeredNo commissions reported
Talking to advisers in Fair Oaks? 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.