Fee-OnlyFinder

Advisers in Redding, CA

8 advisers in Redding — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (7)

All advisers

Bright Lake Wealth Management, LLC1445 Victor Ave, Suite D · Redding, CA 96003 · (530) 395-0202 · Financial planningCRD 323513 · % of assets, Fixed fees · $103.6 million AUMSEC registeredNo commissions reportedConvergence Wealth Partners LLC5800 Airport Road · Redding, CA 96002 · (530) 240-9494 · Financial planningCRD 329438 · % of assets, Hourly charges, Fixed fees · $17.2 million AUMState registeredNo commissions reportedGsr Capital Management, INC.760 Cypress Avenue, Suite 302 · Redding, CA 96001 · (530) 226-1600 · Financial planningCRD 174383 · % of assets, Hourly charges, Fixed fees · $88.1 million AUMState registeredNo commissions reportedParallel Wealth Management1147 Hilltop Drive · Redding, CA 96003 · (530) 605-1241 · Financial planningCRD 286527 · % of assets, Hourly charges, Fixed fees · $43.4 million AUMState registeredNo commissions reportedRetirement Lifestyles Advisory Group2520 Goodwater Ave Suite B · Redding, CA 96002 · (530) 319-5158 · Financial planningCRD 154642 · % of assets, Hourly charges, Fixed fees · $68.3 million AUMState registeredNo commissions reportedRic Komarek, Cfp2520 Goodwater Ave., Ste B · Redding, CA 96002 · (530) 232-4822 · Financial planningCRD 152947 · % of assets · $30.0 million AUMState registeredNo commissions reportedRubicon Advisors1640 East Cypress, Suite a · Redding, CA 96002 · (530) 223-5357 · Financial planningCRD 174447 · % of assets, Hourly charges, Fixed fees · $420.7 million AUMSEC registeredNo commissions reportedWoven Capital, LLC1800 Pine St., Suite a · Redding, CA 96001 · (530) 255-4476 · Financial planningCRD 171540 · % of assets, Hourly charges, Fixed fees · $23.3 million AUMState registeredNo commissions reported
Talking to advisers in Redding? 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.