Fee-OnlyFinder

Advisers in Los Alamitos, CA

3 advisers in Los Alamitos — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Asset Planning, INC4281 Katella Avenue, Suite 203 · Los Alamitos, CA 90720 · (714) 827-5794 · Financial planningCRD 111535 · % of assets, Hourly charges, Fixed fees · $553.5 million AUMSEC registeredNo commissions reportedFernandez Financial Advisory, LLC5212 Katella Ave., Suite 205 · Los Alamitos, CA 90720 · (562) 594-4454 · Financial planningCRD 112954 · % of assets, Hourly charges, Fixed fees · $66.0 million AUMState registeredNo commissions reportedFhwv Financial LLC11022 Winners Circle, 2nd Floor · Los Alamitos, CA 90720 · (562) 598-8685 · % of assets managedCRD 146046 · % of assets, Other · $14.8 million AUMState registeredNo commissions reported
Talking to advisers in Los Alamitos? 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.