Fee-OnlyFinder

% of assets managed in Orange, CA

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

All 13

B.b. Graham & Company, INC.1700 W. Katella Ave. · Orange, CA 92867 · (714) 628-5200 · Financial planningCRD 41533 · % of assets, Hourly charges, Fixed fees · $321.7 million AUMSEC registeredNo commissions reportedBalancing Life Financial Planning900 E. Katella Ave Suite B · Orange, CA 92867 · (714) 771-7570 · Financial planningCRD 305808 · % of assets · $19.3 million AUMState registeredNo commissions reportedBw & Associates, INC.3111 N. Tustin Street, Suite 215 · Orange, CA 92865 · (714) 998-2077 · Financial planningCRD 116471 · % of assets · $692.8 million AUMSEC registeredNo commissions reportedCrossroads Planning765 the City Dr. S, Suite 390 · Orange, CA 92868 · (714) 890-0808 · Financial planningCRD 277127 · % of assets, Hourly charges, Fixed fees · $63.1 million AUMState registeredNo commissions reportedGraham & CO. Advisory, INC.1700 West Katella Avenue, Second Floor · Orange, CA 92867 · (714) 628-5200 · % of assets managedCRD 123539 · % of assets · $21.4 million AUMState registeredNo commissions reportedGuardian Financial Partners, LLC635 E. Chapman Ave. · Orange, CA 92866 · (949) 771-2969 · Financial planningCRD 287652 · % of assets, Fixed fees · $911.9 million AUMSEC registeredNo commissions reportedKeep It Simple Financial Planning134 S. Glassell St., Suite E · Orange, CA 92866 · (877) 673-8473 · Financial planningCRD 269826 · % of assets, Hourly charges, Fixed fees · $71.2 million AUMState registeredNo commissions reportedOpus Private Wealth Group, LLC500 N. State College Blvd, Suite 1100 · Orange, CA 92868 · (714) 660-7490 · Financial planningCRD 171317 · % of assets, Hourly charges · $128.0 million AUMSEC registeredNo commissions reportedPacific Investment Research942 E. Chapman Ave. · Orange, CA 92866 · (714) 731-0848 · Financial planningCRD 132063 · % of assets, Hourly charges, Fixed fees · $150.5 million AUMState registeredNo commissions reportedSecura Financial333 City Boulevard West,, Suite 2050 · Orange, CA 92868 · (714) 704-6616 · Financial planningCRD 137324 · % of assets, Hourly charges, Fixed fees · $319.9 million AUMSEC registeredNo commissions reported
Tabr Capital Management, LLC500 N. State College Blvd, Suite 1220 · Orange, CA 92868 · (714) 704-9180 · Financial planningCRD 129959 · % of assets, Fixed fees · $241.2 million AUMSEC registeredNo commissions reportedThomas Investment Advisors LLC1421 N. Wanda Road, Suite 140 · Orange, CA 92867 · (949) 252-0165 · Financial planningCRD 334544 · % of assets, Hourly charges, Fixed fees · $12.2 million AUMState registeredNo commissions reportedUlivi Wealth Management369 South Glassell St. · Orange, CA 92866 · (714) 771-6000 · % of assets managedCRD 133666 · % of assets · $12.2 million AUMState registeredNo commissions reported