Fee-OnlyFinder

% of assets managed in Novato, CA

4 advisers in Novato offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

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 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