Fee-OnlyFinder

% of assets managed in Palm Desert, CA

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

All 8

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 reportedBoracchia 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 reportedCypress 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 reportedDesert 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 reportedHardworking 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 reportedInherent Wealth Fund, LLC73265 Shadow Mountain Drive · Palm Desert, CA 92260 · (415) 399-9733 · % of assets managedCRD 313416 · % of assets · $825,000 AUMState registeredNo commissions reportedKeystone 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 reportedPamela 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