Fee-OnlyFinder

Advisers in Kentfield, CA

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

All advisers

Hoertkorn Richard Charles1112 Sir Francis Drake Blvd. · Kentfield, CA 94904 · (415) 482-8899 · Hourly feesCRD 104649 · % of assets, Hourly charges · $282.5 million AUMSEC registeredNo commissions reportedReicher Capital Management, LLC321 Palm Avenue · Kentfield, CA 94904 · (415) 785-7751 · % of assets managedCRD 317785 · % of assets, Performance-based fees · $85.5 million AUMState registeredNo commissions reported
Talking to advisers in Kentfield? 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.