Fee-OnlyFinder

Advisers in Glendora, CA

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

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K2 Financial INC.233 South Glendora Avenue · Glendora, CA 91741 · (626) 553-6113 · Financial planningCRD 300913 · % of assets, Hourly charges, Fixed fees · $191.6 million AUMSEC registeredNo commissions reportedSteve Garrett and Associates,inc.449 West Foothill Blvd, Suite 216 · Glendora, CA 91741 · (626) 390-4753 · Financial planningCRD 126791 · Hourly charges · $44.0 million AUMState registeredNo commissions reported
Talking to advisers in Glendora? 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.