Fee-OnlyFinder

Advisers in Novato, CA

5 advisers in Novato — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)% of assets managed (4)

All advisers

Alpha Wealth Management and Planning LLC690 De Long Ave., Suite 300 · Novato, CA 94945 · (415) 506-4569 · Financial planningCRD 163917 · % of assets, Hourly charges, Fixed fees · $319.6 million AUMSEC registeredNo commissions reportedAsti Financial Management1673 Center Road, 1673 Center Road · Novato, CA 94947 · (510) 525-8557 · Financial planningCRD 137405 · Hourly charges, Fixed feesState registeredNo commissions reportedKetron Financial LLC1500 Grant Ave Ste 238 · Novato, CA 94945 · (415) 892-0928 · Financial planningCRD 330807 · % of assets, Fixed fees · $384.0 million AUMSEC registeredNo commissions reportedMcM Wealth7250 Redwood Blvd, Suite 300 · Novato, CA 94945 · (844) 626-4949 · Financial planningCRD 136075 · % of assets, Hourly charges, Fixed fees · $170.8 million AUMSEC registeredNo commissions reportedSonoma Private Wealth LLC7049 Redwood Blvd., Suite 205 · Novato, CA 94945 · (415) 806-0073 · Financial planningCRD 308547 · % of assets, Hourly charges, Fixed fees · $158.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Novato? 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.