Fee-OnlyFinder

Advisers in Napa, CA

4 advisers in Napa — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

5t Wealth, LLC595 Coombs Street · Napa, CA 94559 · (707) 224-1340 · Financial planningCRD 112552 · % of assets, Hourly charges, Fixed fees · $331.4 million AUMSEC registeredNo commissions reportedDedora Capital, INC.1600 Main Street · Napa, CA 94559 · (707) 253-0681 · Financial planningCRD 177523 · % of assets, Hourly charges, Fixed fees · $550.7 million AUMSEC registeredNo commissions reportedHarrington Investments, INC.1001 Second Street, Suite 325 · Napa, CA 94559 · (707) 252-6166 · Financial planningCRD 110790 · % of assets, Hourly charges · $374.7 million AUMSEC registeredNo commissions reportedSoares Financial, INC.1832 Socol Ave., #106 · Napa, CA 94559 · (707) 255-6900 · Financial planningCRD 120056 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reported
Talking to advisers in Napa? 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.