Fee-OnlyFinder

Advisers in Glendale, CA

7 advisers in Glendale — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)

All advisers

Chaney Financial Services, INC.655 North Central Avenue, 17th Floor · Glendale, CA 91203 · (626) 768-0080 · Financial planningCRD 145602 · % of assets, Hourly charges, Fixed fees · $36.5 million AUMState registeredNo commissions reportedCreative Capitalists, INC3501 Ocean View Blvd · Glendale, CA 91208 · (626) 673-3566 · Financial planningCRD 298898 · % of assets, Hourly charges, Fixed fees · $23.0 million AUMState registeredNo commissions reportedMb3 Consulting LLC1025 North Brand Blvd, Suite 230 · Glendale, CA 91202 · (818) 288-5098 · Flat / fixed feesCRD 304634 · % of assets, Fixed fees · $67.5 million AUMState registeredNo commissions reportedPacific Global Investment Management Company500 N. Brand Blvd, Ste 2160 · Glendale, CA 91203 · (800) 404-6693 · Financial planningCRD 106962 · % of assets, Hourly charges, Fixed fees · $87.5 million AUMSEC registeredNo commissions reportedUp&up Capital, INC.127 South Brand Blvd, Suite 232 · Glendale, CA 91204 · (818) 355-5653 · Financial planningCRD 315567 · % of assets, Hourly charges, Fixed fees · $136,533 AUMState registeredNo commissions reportedWescap Group330 N. Brand Blvd, Suite 850 · Glendale, CA 91203 · (818) 563-5170 · Financial planningCRD 104759 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedYarash Global Solutions INC.801 N. Brand Blvd, Suite 220 · Glendale, CA 91203 · (877) 927-2741 · Financial planningCRD 335185 · % of assets, Fixed fees, Other · $20.0 million AUMState registeredNo commissions reported
Talking to advisers in Glendale? 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.