Fee-OnlyFinder

Advisers in Fresno, CA

11 advisers in Fresno — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (9)Flat / fixed fees (8)Retirement plan consulting (4)

All advisers

Bridgewealth Advisory Group, LLC986 West Alluvial Ave., Suite 101 · Fresno, CA 93711 · (559) 432-6100 · Financial planningCRD 293514 · % of assets, Hourly charges · $868.9 million AUMSEC registeredNo commissions reportedCoffeehouse Capital8050 N. Palm Avenue, Suite 300 · Fresno, CA 93711 · (559) 500-2277 · Financial planningCRD 317317 · % of assets, Hourly charges, Fixed fees · $10.7 million AUMState registeredNo commissions reportedDiversified Wealth Management Solutions, LLC7948 N. Maple Ave, Suite 107 · Fresno, CA 93720 · (559) 412-8492 · % of assets managedCRD 170327 · % of assets · $93.9 million AUMState registeredNo commissions reportedJsw Global Capital Group1318 E. Shaw Ave. #305 · Fresno, CA 93710 · (559) 225-1306 · Financial planningCRD 136295 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedPathways Advisory Group, INC.684 West Cromwell Avenue, Suite 103 · Fresno, CA 93711 · (559) 431-4700 · Financial planningCRD 143817 · % of assets, Hourly charges · $388.5 million AUMSEC registeredNo commissions reportedPlan Financial9 E River Park Pl E, Suite 440 · Fresno, CA 93720 · (559) 433-1110 · Financial planningCRD 44960 · % of assets, Hourly charges, Fixed fees · $195.4 million AUMSEC registeredNo commissions reportedPortfolio Advisors, INC.7571 N. Remington Ave., Ste. 105 · Fresno, CA 93711 · (559) 432-8400 · Financial planningCRD 106111 · % of assets, Hourly charges, Fixed fees · $261.2 million AUMSEC registeredNo commissions reportedPrivate Wealth Advisors1111 E Herndon Ave, Suite 109 · Fresno, CA 93720 · (559) 451-3463 · Financial planningCRD 141971 · % of assets, Hourly charges, Fixed fees · $451.2 million AUMSEC registeredNo commissions reportedRr Financial Management LLC4670 N El Capitan Ave, Suite 203 · Fresno, CA 93722 · (559) 916-7424 · Financial planningCRD 310395 · % of assets, Hourly charges, Fixed fees · $1.5 million AUMState registeredNo commissions reportedTri-Quest Investment Advisors7946 N. Maple Ave #113 · Fresno, CA 93720 · (559) 323-8300 · Financial planningCRD 135364 · % of assets, Hourly charges, Fixed fees · $22.1 million AUMState registeredNo commissions reportedWhelan Financial7700 North Palm Ave. #201 · Fresno, CA 93711 · (559) 228-8002 · Financial planningCRD 107227 · % of assets, Fixed fees · $781.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Fresno? 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.