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Financial planning in Oakland, CA

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

All 15

Brooker Wealth Management7677 Oakport Street, Suite 300 · Oakland, CA 94621 · (510) 638-1815 · Financial planningCRD 105437 · % of assets, Hourly charges · $136.4 million AUMSEC registeredNo commissions reportedContango Wealth Management LLC1901 Harrison Street, Suite 1176 · Oakland, CA 94612 · (415) 794-1622 · Financial planningCRD 337757 · % of assets, Hourly charges, Fixed fees · $122.8 million AUMSEC registeredNo commissions reportedElla Financial Advising5237 College Avenue · Oakland, CA 94618 · (510) 324-9487 · Financial planningCRD 307357 · % of assets, Hourly charges, Fixed fees · $106.9 million AUMSEC registeredNo commissions reportedFinancial Avengers, INC.827 Broadway, Suite 210 · Oakland, CA 94607 · (415) 773-2174 · Financial planningCRD 119636 · % of assets · $488.4 million AUMSEC registeredNo commissions reportedFinancially Healthy, LLC1999 Harrison Street, Suite 1800 · Oakland, CA 94612 · (510) 496-4567 · Financial planningCRD 156022 · % of assets, Hourly charges, Fixed fees · $57.0 million AUMState registeredNo commissions reportedFocused Finances, LLC1300 Clay Street, Suite 600 · Oakland, CA 94612 · (877) 746-7914 · Financial planningCRD 130911 · % of assets, Hourly charges, Fixed fees · $67.8 million AUMState registeredNo commissions reportedGibson Monroe Wealth Advisors2100 Embarcadero, #105 · Oakland, CA 94606 · (510) 229-7608 · Financial planningCRD 324146 · % of assets, Fixed fees · $10.2 million AUMState registeredNo commissions reportedGlobal Investment Company300 Frank H. Ogawa Plaza, Suite 254 · Oakland, CA 94612 · (510) 835-8300 · Financial planningCRD 281316 · % of assets, Hourly charges, Subscription fees · $16.7 million AUMState registeredNo commissions reportedGranite Capital5707 Redwood Rd., Suite 3 · Oakland, CA 94619 · (510) 336-9120 · Financial planningCRD 141743 · % of assets · $314.6 million AUMSEC registeredNo commissions reportedHoodoo201 13th Street, #28104 · Oakland, CA 94604 · (510) 472-2396 · Financial planningCRD 291372 · % of assets, Fixed fees · $700,000 AUMState registeredNo commissions reported
In Touch Financial Services6465 San Pablo Ave. 1-1 · Oakland, CA 94608 · (510) 653-8968 · Financial planningCRD 153249 · % of assets, Hourly charges, Fixed fees · $87.5 million AUMState registeredNo commissions reportedInfinity Financial Services Advisory212 9th Street, Suite 202 · Oakland, CA 94607 · (510) 588-8000 · Financial planningCRD 304981 · % of assets, Hourly charges · $174.0 million AUMSEC registeredNo commissions reportedLiberty Wealth Management, LLC411 30th Street, 2nd Floor · Oakland, CA 94609 · (510) 903-5489 · Financial planningCRD 286001 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedPf Wealth Management Group, LLC1970 Broadway, Suite 525 · Oakland, CA 94612 · (510) 986-0598 · Financial planningCRD 140015 · % of assets, Hourly charges, Fixed fees · $35.2 million AUMState registeredNo commissions reportedVeris Wealth Partners, LLC1111 Broadway, Suite 300 · Oakland, CA 94607 · (415) 814-0580 · Financial planningCRD 143588 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported