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Advisers in San Clemente, CA

6 advisers in San Clemente — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)

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Baker Jensen Investment Advisors, LLC501 El Camino Real, Suite 244 · San Clemente, CA 92672 · (949) 481-1805 · Hourly feesCRD 115086 · % of assets, Hourly charges, Fixed fees · $38.9 million AUMState registeredNo commissions reportedCapo Creek Financial Solutions26 Via Adrian · San Clemente, CA 92673 · (949) 433-7768 · Financial planningCRD 311923 · % of assets · $9.0 million AUMState registeredNo commissions reportedCoast Wealth Management, INC.302 North El Camino Real, Suite C-212 · San Clemente, CA 92672 · (949) 366-5885 · Financial planningCRD 129090 · % of assets, Hourly charges · $42.8 million AUMState registeredNo commissions reportedIgnite Planners LLC109 E. Escalones · San Clemente, CA 92672 · (619) 504-1907 · Financial planningCRD 289797 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedQuiver Financial Holdings LLC501 North El Camino Real, Suite 200 · San Clemente, CA 92672 · (949) 492-6900 · Financial planningCRD 305224 · % of assets, Hourly charges, Subscription fees · $84.7 million AUMState registeredNo commissions reportedStephenson and Company, INC.241 Avenida Del Mar · San Clemente, CA 92672 · (949) 727-4255 · Financial planningCRD 111453 · % of assets, Hourly charges, Fixed fees · $447.0 million AUMSEC registeredNo commissions reported
Talking to advisers in San Clemente? 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.