Advisers in Modesto, CA

6 advisers in Modesto — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (5)Flat / fixed fees (5)

All advisers

Arrowhead Wealth Management Corp.909 15th St, #4 · Modesto, CA 95354 · (415) 850-3022 · Flat / fixed feesCRD 171169 · % of assets, Fixed fees, Other · $30.8 million AUMState registeredNo commissions reported Blom & Howell Financial Planning, INC.3340 Tully Rd., Ste. B4 · Modesto, CA 95350 · (209) 857-5207 · Financial planningCRD 311830 · % of assets, Hourly charges, Fixed fees · $161.5 million AUMSEC registeredNo commissions reported Crawford Financial Planning & Consulting3501 Coffee Road, Suite 6 · Modesto, CA 95355 · (209) 571-0111 · Financial planningCRD 134936 · % of assets, Hourly charges, Fixed fees · $171.6 million AUMSEC registeredNo commissions reported Luminary Financial Planning2712 Marlboro Place · Modesto, CA 95355 · (209) 606-7289 · Financial planningCRD 169270 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reported Mraz and Associates1120 13th Street, Suite C · Modesto, CA 95354 · (209) 593-5870 · Financial planningCRD 158338 · % of assets, Hourly charges, Fixed fees · $917.5 million AUMSEC registeredNo commissions reported Oliveira Wealth810 Standiford Ave, Suite 1 · Modesto, CA 95350 · (209) 579-2332 · Financial planningCRD 315326 · % of assets, Hourly charges · $332.4 million AUMSEC registeredNo commissions reported

Talking to advisers in Modesto? 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.