Fee-OnlyFinder

Advisers in Orinda, CA

6 advisers in Orinda — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)

All advisers

Bell Investment Advisors INC2 Theatre Square, Suite 315 · Orinda, CA 94563 · (510) 433-1066 · Financial planningCRD 108383 · % of assets, Hourly charges, Fixed fees · $787.6 million AUMSEC registeredNo commissions reportedCrosspoint Capital Management4 Orinda Way, Bldg E - 1st Floor · Orinda, CA 94563 · (415) 949-1443 · Financial planningCRD 150212 · % of assets · $117.0 million AUMSEC registeredNo commissions reportedMcDonald Capital Investors INC4 Orinda Way, Suite 120-D · Orinda, CA 94563 · (925) 258-5401 · % of assets managedCRD 105562 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedParagon Asset Management INC.15 Altarinda Road, Suite 205 · Orinda, CA 94563 · (510) 550-7288 · % of assets managedCRD 107863 · % of assets · $115.9 million AUMSEC registeredNo commissions reportedPenserra Wealth Management4 Orinda Way,, 100-A · Orinda, CA 94563 · (415) 717-9276 · Financial planningCRD 333218 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMSEC registeredNo commissions reportedWespac Advisors, LLC4 Orinda Way, Suite 100-B · Orinda, CA 94563 · (510) 287-5255 · Financial planningCRD 148242 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Orinda? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.