Fee-OnlyFinder

Advisers in Los Gatos, CA

12 advisers in Los Gatos — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (5)Flat / fixed fees (8)% of assets managed (9)

All advisers

Asl Financial, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (408) 283-7256 · Financial planningCRD 115479 · % of assets, Hourly charges, Fixed fees · $186.7 million AUMSEC registeredNo commissions reportedComprehensive Financial Management LLC720 University Avenue, Suite 110 · Los Gatos, CA 95032 · (408) 358-3316 · Financial planningCRD 159641 · Hourly charges, Fixed fees, Performance-based fees · $18.5 billion AUMSEC registeredNo commissions reportedCultivate Financial Group LLC16185 Los Gatos Boulevard, Suite 205 · Los Gatos, CA 95032 · (650) 451-3008 · Financial planningCRD 288980 · % of assets, Fixed fees · $61.7 million AUMState registeredNo commissions reportedFuture Wealth LLC235 Oak Meadow Drive · Los Gatos, CA 95032 · (408) 839-4430 · Financial planningCRD 283911 · % of assets, Fixed fees · $75.6 million AUMState registeredNo commissions reportedJohn H. Becker17903 Skyline Blvd. · Los Gatos, CA 95033 · (408) 348-2127CRD 142085 · OtherState registeredNo commissions reportedKane Investment Management, INC.15466 Los Gatos Blvd., Suite 213 · Los Gatos, CA 95032 · (408) 358-5263 · Financial planningCRD 127337 · % of assets, Performance-based fees · $240.5 million AUMSEC registeredNo commissions reportedLibra Wealth LLC16185 Los Gatos Blvd, Suite 205 · Los Gatos, CA 95032 · (408) 721-1633 · Financial planningCRD 288098 · Hourly charges, Fixed fees · $639.8 million AUMSEC registeredNo commissions reportedOlma Advisors16185 Los Gatos Blvd, Suite 205 · Los Gatos, CA 95032 · (650) 353-7737 · Financial planningCRD 306220 · % of assets, Hourly charges, Fixed fees · $4.4 million AUMState registeredNo commissions reportedOrchard City Wealth Management, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (669) 237-3006 · Financial planningCRD 292274 · % of assets, Hourly charges, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedProflex Finance15732 Los Gatos Blvd, Suite 3036 · Los Gatos, CA 95032 · (408) 202-0912 · % of assets managedCRD 334262 · % of assets · $23.4 million AUMState registeredNo commissions reported
Rice Financial Consulting, INC.300 E. Main Street · Los Gatos, CA 95030 · (408) 354-3400 · % of assets managedCRD 170346 · % of assets · $287.2 million AUMSEC registeredNo commissions reportedScharf Investments, LLC16450 Los Gatos Boulevard, Suite 207 · Los Gatos, CA 95032 · (831) 429-6513 · Financial planningCRD 105508 · % of assets, Fixed fees, Performance-based fees · $4.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Los Gatos? 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.