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Advisers in Lafayette, CA

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

Financial planning (10)Hourly fees (5)Flat / fixed fees (9)% of assets managed (12)

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Argent Wealth Advisors, LLC21 Lafayette Circle, 220 · Lafayette, CA 94549 · (925) 282-1740 · % of assets managedCRD 172856 · % of assets · $47.0 million AUMState registeredNo commissions reportedAsage Financial LLC954 Risa Road, Suite B · Lafayette, CA 94549 · (925) 984-9100 · Financial planningCRD 140805 · % of assets, Hourly charges, Fixed fees · $28.3 million AUMState registeredNo commissions reportedEmpowering Financial3515 Mt. Diablo Blvd, Unit 131 · Lafayette, CA 94549 · (510) 962-9575 · Financial planningCRD 289866 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedGarner Financial Management3620 Happy Valley Road, Suite 203 · Lafayette, CA 94549 · (925) 282-5500 · Financial planningCRD 131628 · % of assets, Hourly charges, Fixed fees · $152.6 million AUMSEC registeredNo commissions reportedHyphen Wealth Management3569 Mt. Diablo Blvd., Ste 220 · Lafayette, CA 94549 · (408) 314-7895 · Financial planningCRD 338134 · % of assets, Fixed fees · $125.6 million AUMSEC registeredNo commissions reportedInvantage Capital LLC3650 Mt. Diablo Blvd, Ste 225 · Lafayette, CA 94549 · (510) 326-6957 · Financial planningCRD 337627 · % of assets · $4.2 million AUMState registeredNo commissions reportedJackson Peak Capital LLC3540 Wilkinson Lane, Suite 2 · Lafayette, CA 94549 · (516) 270-7271 · % of assets managedCRD 324352 · % of assets, Performance-based fees · $2.9 million AUMState registeredNo commissions reportedLewis Asset Management985 Moraga Rd., Suite 207 · Lafayette, CA 94549 · (925) 284-4033 · Financial planningCRD 143409 · % of assets, Fixed fees · $387.1 million AUMSEC registeredNo commissions reportedLloyd Tevis Investments, LLC3658 Mt Diablo Blvd, Suite 201 · Lafayette, CA 94549 · (415) 237-1895 · Financial planningCRD 323061 · % of assets, Hourly charges, Fixed fees · $435,000 AUMSEC registeredNo commissions reportedMosher Financial Advisors LLC3658 Mt. Diablo Blvd, Ste. 210 · Lafayette, CA 94549 · (925) 284-9470 · Financial planningCRD 291088 · Hourly charges, Fixed feesState registeredNo commissions reported
Olympia Wealth Management3370 Mt Diablo Blvd. · Lafayette, CA 94549 · (925) 935-1111 · Financial planningCRD 300261 · % of assets, Hourly charges · $20.5 million AUMState registeredNo commissions reportedThe Foundation Investment Group3466 Mt. Diablo Blvd., Suite C-201 · Lafayette, CA 94549 · (925) 298-5840 · Flat / fixed feesCRD 318369 · % of assets, Fixed fees · $286.5 million AUMSEC registeredNo commissions reportedWallace Advisory Group, LLC3658 Mount Diablo Boulevard, Suite 225 · Lafayette, CA 94549 · (925) 284-6880 · Financial planningCRD 281049 · % of assets, Fixed fees · $269.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Lafayette? 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.