Fee-OnlyFinder

Advisers in Marina Del Rey, CA

5 advisers in Marina Del Rey — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Arrowroot Family Office, LLC4553 Glencoe Avenue, Suite 200 · Marina Del Rey, CA 90292 · (833) 224-2249 · Financial planningCRD 168744 · % of assets, Hourly charges, Fixed fees · $430.7 million AUMSEC registeredNo commissions reportedCliffwater LLC4640 Admiralty Way, 11th Floor · Marina Del Rey, CA 90292 · (310) 448-5000 · Flat / fixed feesCRD 132167 · % of assets, Fixed fees · $48.5 billion AUMSEC registeredNo commissions reportedNorth Pier Fiduciary Management, LLC4333 Admiralty Way, Unit G1 · Marina Del Rey, CA 90292 · (800) 403-7065 · Financial planningCRD 148128 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedParadigm Asset Management,inc.409 Washington Blvd · Marina Del Rey, CA 90292 · (310) 822-2720 · % of assets managedCRD 134587 · % of assets · $58.5 million AUMState registeredNo commissions reportedSilicon Beach Wealth, LLC4551 Glencoe Ave, Suite 215 · Marina Del Rey, CA 90292 · (424) 272-1638 · Flat / fixed feesCRD 310051 · % of assets, Fixed fees · $190.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Marina Del Rey? 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.