Fee-OnlyFinder

Hourly fees in Orinda, CA

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

All 3

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 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