Fee-OnlyFinder

Hourly fees in Oakland, CA

12 advisers in Oakland offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 12

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 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 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 reportedIn 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 reported
Vanguard Personalized Indexing Management1611 Telegraph Ave., Suite 1100 · Oakland, CA 94612 · (844) 317-5190 · Hourly feesCRD 285366 · % of assets, Hourly charges · $11.4 billion AUMSEC 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