Fee-OnlyFinder

% of assets managed in Oakland, CA

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

All 21

Ak Global Asset Management, LLC1300 Clay Street, Suite 600 · Oakland, CA 94612 · (510) 466-6338 · % of assets managedCRD 137530 · % of assets · $117.8 million AUMSEC registeredNo commissions reportedBrooker 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 reportedCandide Group1721 Broadway, Suite 201 · Oakland, CA 94612 · (510) 761-8150 · Flat / fixed feesCRD 286086 · % of assets, Fixed fees, Performance-based fees · $123.6 million AUMSEC registeredNo commissions reportedCarbon Collective Investing, LLC2648 International Blvd, Ste 301 · Oakland, CA 94601 · (925) 268-8041 · Flat / fixed feesCRD 310129 · % of assets, Fixed fees · $348.4 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 reported
Global 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 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 reportedPico Associates829 27th Avenue, 2nd Floor · Oakland, CA 94601 · (510) 261-0700 · % of assets managedCRD 136611 · % of assets · $11.0 million AUMState registeredNo commissions reportedQubed Capital, LLC6114 La Salle Ave, Suite 476 · Oakland, CA 94611 · (510) 397-8332 · Flat / fixed feesCRD 173854 · % of assets, Fixed fees, Performance-based fees · $12.9 million AUMState registeredNo commissions reportedVanguard 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