Fee-OnlyFinder

Advisers in Long Beach, CA

10 advisers in Long Beach — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (7)Retirement plan consulting (5)

All advisers

Augustus Wealth, LLC3780 Kilroy Airport Way, Suite 200 · Long Beach, CA 90806 · (562) 270-0045 · Financial planningCRD 317189 · % of assets, Fixed fees, Other · $100.2 million AUMState registeredNo commissions reportedClg LLC4821 E 2nd Street · Long Beach, CA 90803 · (310) 329-5150 · Financial planningCRD 282605 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCrux Wealth Advisors111 W. Ocean Blvd, 4th Floor · Long Beach, CA 90802 · (562) 735-3875 · Financial planningCRD 330731 · % of assets, Hourly charges, Fixed fees · $547.7 million AUMSEC registeredNo commissions reportedGoldman Lancaster, INC.301 East Ocean Blvd., Suite 1150 · Long Beach, CA 90802 · (562) 432-0234 · Financial planningCRD 136134 · % of assets, Hourly charges, Fixed fees · $360.5 million AUMSEC registeredNo commissions reportedHalbert Hargrove111 West Ocean Boulevard, 23rd Floor · Long Beach, CA 90802 · (562) 435-5657 · Financial planningCRD 105515 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedKensington Investment Counsel5580 E. 2nd Street, Suite 209 · Long Beach, CA 90803 · (562) 983-6677 · Financial planningCRD 108012 · % of assets · $310.2 million AUMSEC registeredNo commissions reportedLederer & Associates Investment Counsel5305 East 2nd Street, Suite 201 · Long Beach, CA 90803 · (562) 434-5305 · % of assets managedCRD 110376 · % of assets · $244.3 million AUMSEC registeredNo commissions reportedStrategic Portfolio Advisors, INC.194 Marina Drive, Suite 202 · Long Beach, CA 90803 · (562) 430-4872 · % of assets managedCRD 147194 · % of assets · $103.8 million AUMState registeredNo commissions reportedThe Chartist6621 E. Pacific Coast Hwy. #240 · Long Beach, CA 90803 · (562) 596-2385 · Flat / fixed feesCRD 105072 · % of assets, Subscription fees · $169.7 million AUMSEC registeredNo commissions reportedWealthspring5000 Airport Plaza Drive, Suite 245 · Long Beach, CA 90815 · (562) 491-4410 · Financial planningCRD 322756 · % of assets, Hourly charges, Fixed fees · $370.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Long 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.