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Advisers in Rancho Cucamonga, CA

5 advisers in Rancho Cucamonga — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

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Baynes Financial LLC9431 Haven Ave, Suite 213 · Rancho Cucamonga, CA 91730 · (909) 330-1400 · Financial planningCRD 307768 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedFox & Holland Investing LLC9302 Pittsburgh Avenue, Suite 200 · Rancho Cucamonga, CA 91730 · (909) 980-6050 · % of assets managedCRD 317363 · % of assets · $60.5 million AUMState registeredNo commissions reportedLegacy Investment Services, LLC8667 Haven Ave, Suite 200 · Rancho Cucamonga, CA 91730 · (909) 948-0700 · % of assets managedCRD 144127 · % of assets, Other · $47.7 million AUMState registeredNo commissions reportedPde Wealth Advisors, LLC8655 Haven Ave, Suite 200 · Rancho Cucamonga, CA 91730 · (909) 295-5504 · Financial planningCRD 291373 · % of assets, Hourly charges, Fixed fees · $37.4 million AUMState registeredNo commissions reportedPrivatus8608 Utica Ave, Ste 220-Ds · Rancho Cucamonga, CA 91730 · (916) 871-8058 · Financial planningCRD 329121 · % of assets, Hourly charges, Performance-based fees · $7.2 million AUMState registeredNo commissions reported
Talking to advisers in Rancho Cucamonga? 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.