Fee-OnlyFinder

% of assets managed in Lafayette, CA

12 advisers in Lafayette offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 12

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 reportedOlympia Wealth Management3370 Mt Diablo Blvd. · Lafayette, CA 94549 · (925) 935-1111 · Financial planningCRD 300261 · % of assets, Hourly charges · $20.5 million AUMState registeredNo commissions reported
The 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