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Advisers in Palm Desert, CA

9 advisers in Palm Desert — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (5)Flat / fixed fees (6)% of assets managed (8)Retirement plan consulting (4)

All advisers

Agewise Financial INC.72960 Fred Waring Drive, Suite 20 · Palm Desert, CA 92260 · (760) 404-0270 · Financial planningCRD 328162 · % of assets, Fixed fees · $7.8 million AUMState registeredNo commissions reported Boracchia Wiviott Wealth Partners LLC74710 Highway 111, Ste 102 · Palm Desert, CA 92260 · (424) 625-8943 · Financial planningCRD 287877 · % of assets, Hourly charges, Fixed fees · $147,068 AUMState registeredNo commissions reported Cypress Wealth Services, LLC74150 Country Club Drive · Palm Desert, CA 92260 · (760) 834-7250 · Financial planningCRD 288992 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Desert Financial Planning74399 Highway 111, Suite D · Palm Desert, CA 92260 · (760) 625-2551 · Financial planningCRD 293185 · % of assets, Fixed fees · $7.9 million AUMState registeredNo commissions reported Hardworking Capital Advisors, LLC34220 Gateway Drive, Suite 120 · Palm Desert, CA 92211 · (760) 340-3277 · Financial planningCRD 226760 · % of assets, Hourly charges, Fixed fees · $206.0 million AUMSEC registeredNo commissions reported Inherent Wealth Fund, LLC73265 Shadow Mountain Drive · Palm Desert, CA 92260 · (415) 399-9733 · % of assets managedCRD 313416 · % of assets · $825,000 AUMState registeredNo commissions reported Keystone Private Wealth73575 El Paseo, Suite 2300 · Palm Desert, CA 92260 · (760) 818-7020 · Financial planningCRD 301924 · % of assets, Hourly charges, Fixed fees · $860.7 million AUMSEC registeredNo commissions reported Lotusland Properties44651 Village Court, Suite 125 · Palm Desert, CA 92260 · (760) 777-7377CRD 324016 · OtherState registeredNo commissions reported Pamela Plick Wealth Management LLC44489 Town Center Way, Suite D #472 · Palm Desert, CA 92260 · (760) 200-8611 · Financial planningCRD 159126 · % of assets, Hourly charges · $131,428 AUMState registeredNo commissions reported

Talking to advisers in Palm Desert? 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.