Fee-OnlyFinder

Advisers in Mill Valley, CA

13 advisers in Mill Valley — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (7)% of assets managed (12)

All advisers

Aspirean Wealth, LLC6 Knoll Lane, Suite B · Mill Valley, CA 94941 · (844) 687-5342 · Financial planningCRD 173138 · % of assets, Hourly charges, Fixed fees · $233.2 million AUMSEC registeredNo commissions reportedAssembly Wealth319 Miller Avenue · Mill Valley, CA 94941 · (415) 541-7774 · Financial planningCRD 108834 · % of assets, Hourly charges, Fixed fees · $336.7 million AUMSEC registeredNo commissions reportedAustin Creek Capital, LLC131 Camino Alto, Suite D2 · Mill Valley, CA 94941 · (415) 322-9314 · Financial planningCRD 313554 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reportedBoldin Advisors1 Belvedere Place, Suite 200 · Mill Valley, CA 94941 · (415) 462-5665 · Financial planningCRD 294881 · Hourly charges, Fixed feesSEC registeredNo commissions reportedDavenport Capital Management, LLC197 Molino Ave · Mill Valley, CA 94941 · (415) 300-6466 · % of assets managedCRD 159785 · % of assets · $140.0 million AUMState registeredNo commissions reportedMiller Avenue Advisors LLC129 Miller Avenue, Suite 622 · Mill Valley, CA 94941 · (415) 888-8472 · Financial planningCRD 313523 · % of assets, Fixed fees · $281.2 million AUMSEC registeredNo commissions reportedPrivate Wealth Partners, LLC591 Redwood Highway, Suite 3210 · Mill Valley, CA 94941 · (415) 461-3850 · Financial planningCRD 133802 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedRelevant Wealth Advisors, LLC2 Belvedere Place, Ste 200 · Mill Valley, CA 94941 · (415) 925-4000 · % of assets managedCRD 1489 · % of assets · $799.0 million AUMSEC registeredNo commissions reportedRising Capital INC.460 Edgewood Ave · Mill Valley, CA 94941 · (415) 843-1183 · Financial planningCRD 123233 · % of assets, Hourly charges · $30.1 million AUMState registeredNo commissions reportedSivia Capital Partners, LLC495 Miller Avenue, Suite 206 · Mill Valley, CA 94941 · (415) 231-7490 · Financial planningCRD 170413 · % of assets · $1.2 billion AUMSEC registeredNo commissions reported
Urban Investment Advisors1 Belvedere Place, Suite 200 · Mill Valley, CA 94941 · (415) 461-8600 · Flat / fixed feesCRD 222524 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedViolich Capital Management2 Belvedere Place, Suite 310 · Mill Valley, CA 94941 · (415) 217-4444 · % of assets managedCRD 111410 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedWasi25 Evergreen Ave, Suite 6 · Mill Valley, CA 94941 · (415) 888-3496 · % of assets managedCRD 131689 · % of assets · $70.9 million AUMState registeredNo commissions reported
Talking to advisers in Mill Valley? 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.