Fee-OnlyFinder

Advisers in Redlands, CA

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

Financial planning (5)Hourly fees (3)Flat / fixed fees (3)% of assets managed (7)Retirement plan consulting (3)

All advisers

Bosman Wealth Management, LLC555 Cajon Street, Suite D · Redlands, CA 92373 · (909) 792-6765 · % of assets managedCRD 290550 · % of assets · $140.1 million AUMSEC registeredNo commissions reportedDiligent Investors, LLC1447 Ford Street, Suite 200 · Redlands, CA 92374 · (909) 792-2894 · Financial planningCRD 158708 · % of assets, Hourly charges, Fixed fees · $663.1 million AUMSEC registeredNo commissions reportedInvestment Counselors of Redlands LLC101 E. Redlands Blvd., #138 · Redlands, CA 92373 · (909) 792-0711 · % of assets managedCRD 137470 · % of assets · $100.0 million AUMState registeredNo commissions reportedKwb Wealth1782 Orange Tree Lane · Redlands, CA 92374 · (909) 307-8220 · Financial planningCRD 300921 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedLindsey Financial, INC.1980 Orange Tree Lane, Suite 270 · Redlands, CA 92374 · (909) 335-6800 · Financial planningCRD 291971 · Fixed fees, OtherState registeredNo commissions reportedMason Financial Services300 E State Street, Ste 504 · Redlands, CA 92373 · (909) 475-0900 · Financial planningCRD 173628 · % of assets · $51.3 million AUMState registeredNo commissions reportedPakha Investment Advisory1255 W. Colton Ave. · Redlands, CA 92374 · (818) 561-9174 · Financial planningCRD 173205 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reportedSmart Investments Advisory Incorporated1849 W. Redlands Blvd., Suite 104 · Redlands, CA 92373 · (909) 335-8565 · Hourly feesCRD 107778 · % of assets, Hourly charges · $82.0 million AUMState registeredNo commissions reported
Talking to advisers in Redlands? 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.