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Financial planning in Monterey, CA

4 advisers in Monterey offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Integris 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 reported McFarland 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 reported Monterey 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 reported Three 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