Fee-OnlyFinder

Advisers in Granite Bay, CA

5 advisers in Granite Bay — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Abound Financial4180 Douglas Blvd, Suite 200 · Granite Bay, CA 95746 · (916) 846-7780 · Financial planningCRD 327724 · % of assets, Fixed fees · $428.0 million AUMSEC registeredNo commissions reportedDynamic Wealth Strategies, LLC9700 Village Center Drive, Suite 50-A · Granite Bay, CA 95746 · (916) 673-3470 · Financial planningCRD 167594 · % of assets, Hourly charges, Performance-based fees · $190.7 million AUMSEC registeredNo commissions reportedOnesource Wealth Management4080 Cavitt Stallman Road, Suite 200 · Granite Bay, CA 95746 · (916) 967-3500 · Financial planningCRD 319078 · % of assets, Fixed fees · $149.8 million AUMSEC registeredNo commissions reportedParkshore Wealth Management5940 Granite Lake Drive · Granite Bay, CA 95746 · (916) 797-3007 · Financial planningCRD 148052 · % of assets, Hourly charges, Fixed fees · $517.9 million AUMSEC registeredNo commissions reportedSpectrum Wealth Advisory Group, LLC5925 Granite Lake Drive, Suite 130 · Granite Bay, CA 95746 · (916) 772-5970 · Financial planningCRD 298632 · % of assets, Hourly charges, Fixed fees · $445.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Granite Bay? 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.