Fee-OnlyFinder

Advisers in Huntington Beach, CA

13 advisers in Huntington Beach — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Capital Resources and Insurance, INC5932 Bolsa Avenue, Suite 107 · Huntington Beach, CA 92649 · (714) 903-2400 · Financial planningCRD 301878 · % of assets, Hourly charges, Fixed fees · $54.8 million AUMState registeredNo commissions reportedClay Northam Wealth Management16400 Pacific Coast Highway, Suite 207 · Huntington Beach, CA 92649 · (562) 431-9988 · Financial planningCRD 159002 · % of assets · $354.9 million AUMSEC registeredNo commissions reportedCm First Capital Corp.18600 Main Street, Suite 220 · Huntington Beach, CA 92648 · (714) 465-2207 · Hourly feesCRD 128617 · % of assets, Hourly charges · $12.9 million AUMState registeredNo commissions reportedGregory Advisors INC.7755 Center Avenue, No. 1100 · Huntington Beach, CA 92647 · (714) 372-2299 · Financial planningCRD 112537 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedGreystone Wealth Management LLC17011 Beach Blvd, Suite 900 · Huntington Beach, CA 92647 · (714) 398-8899 · Financial planningCRD 340127 · % of assets, Fixed fees · $7.2 million AUMState registeredNo commissions reportedRhb Capital, INC.17011 Beach Blvd., Suite 900 · Huntington Beach, CA 92647 · (562) 888-1367 · % of assets managedCRD 165625 · % of assets · $38.7 million AUMState registeredNo commissions reportedSeagull Lane Asset Management LLC19671 Beach Blvd,, Ste 426 · Huntington Beach, CA 92648 · (714) 960-2316 · Financial planningCRD 282566 · % of assets, Other · $207.9 million AUMSEC registeredNo commissions reportedSouthland Investments16168 Beach Blvd. #201 · Huntington Beach, CA 92647 · (714) 841-5804 · % of assets managedCRD 134478 · % of assets · $24.5 million AUMState registeredNo commissions reportedSpahr Financial Group, LLC18682 Beach Blvd., Suite 235 · Huntington Beach, CA 92648 · (714) 963-5000 · Financial planningCRD 123900 · % of assets, Hourly charges, Fixed fees · $27.3 million AUMState registeredNo commissions reportedStewardship Wealth Management Solutions101 Main Street, #230 · Huntington Beach, CA 92648 · (714) 455-2955 · Financial planningCRD 322851 · % of assets, Hourly charges, Fixed fees · $153.1 million AUMSEC registeredNo commissions reported
Stock Traders16152 Beach Blvd., Suite 271 · Huntington Beach, CA 92647 · (714) 375-1788 · Hourly feesCRD 37711 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reportedVanmay Wealth Management17011 Beach Blvd., Suite 770 · Huntington Beach, CA 92647 · (310) 465-9237 · Financial planningCRD 341172 · % of assets · $40.6 million AUMState registeredNo commissions reportedWeaver Consulting Group, LLC101 Main Street, Suite 220 · Huntington Beach, CA 92648 · (714) 536-4065 · Financial planningCRD 287895 · % of assets, Fixed fees, Other · $1.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in Huntington Beach? 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.