Fee-OnlyFinder

Advisers in Riverside, CA

4 advisers in Riverside — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

C Financial and Tax Associates6373 Brockton Ave. · Riverside, CA 92506 · (951) 688-1800 · Financial planningCRD 170453 · % of assets, Hourly charges · $10.9 million AUMState registeredNo commissions reportedHigher Impact Financial, LLC3890 11th Street, Suite 118 · Riverside, CA 92501 · (951) 381-0898 · Financial planningCRD 331938 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reportedThe Leonard Financial Group, LLC6820 Indiana Avenue, Suite 230 · Riverside, CA 92506 · (951) 781-7320 · Financial planningCRD 123651 · % of assets, Hourly charges, Fixed fees · $47.8 million AUMState registeredNo commissions reportedTricord Advisors, INC.6772 Magnolia Avenue · Riverside, CA 92506 · (951) 684-7011 · Financial planningCRD 155749 · % of assets, Hourly charges, Fixed fees · $431.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Riverside? 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.