Fee-OnlyFinder

Advisers in Monterey, CA

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

Financial planning (4)

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Del Monte Capital, INC.513 a Hartnell St. · Monterey, CA 93940 · (831) 372-4574 · % of assets managedCRD 300894 · % of assets · $350,000 AUMState registeredNo commissions reportedIntegris Wealth Management, LLC435 Washington Street, Suite a · Monterey, CA 93940 · (831) 333-1717 · Financial planningCRD 111336 · % of assets, Hourly charges, Fixed fees · $812.0 million AUMSEC registeredNo commissions reportedMcFarland Associates80 Garden Court, Suite 230 · Monterey, CA 93940 · (831) 761-8231 · Financial planningCRD 111316 · % of assets, Hourly charges, Fixed fees · $83.2 million AUMState registeredNo commissions reportedMonterey Bay Asset Management LLC380 Foam Street, Suite 220 · Monterey, CA 93940 · (831) 277-0364 · Financial planningCRD 142460 · % of assets, Other · $22.9 million AUMState registeredNo commissions reportedT.h. Rapko & Company, LLC215 West Franklin Street, Suite 311 · Monterey, CA 93940 · (617) 331-1784 · % of assets managedCRD 165874 · % of assets · $33.7 million AUMState registeredNo commissions reportedThree Sheep Wealth Management, LLC288 Pearl St #2003 · Monterey, CA 93940 · (831) 521-6116 · Financial planningCRD 335741 · % of assets · $9.1 million AUMState registeredNo commissions reported
Talking to advisers in Monterey? 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.