Fee-OnlyFinder

Hourly fees in San Luis Obispo, CA

10 advisers in San Luis Obispo offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 10

Blakeslee & Blakeslee Financial Advisers INC.1101 Marsh St. · San Luis Obispo, CA 93401 · (805) 543-4366 · Financial planningCRD 287683 · % of assets, Hourly charges · $423.0 million AUMSEC registeredNo commissions reportedBurkart & Stevens Wealth Management11573 Los Osos Valley Road, Suite B · San Luis Obispo, CA 93405 · (805) 543-6876 · Financial planningCRD 284575 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedElemental Wealth Advisors, LLC3591 Sacramento Drive Suite 106 · San Luis Obispo, CA 93401 · (805) 709-8977 · Financial planningCRD 304854 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedKmr Wealth Advisory, LLC1042 Pacific Street Suite C · San Luis Obispo, CA 93401 · (805) 546-9664 · Financial planningCRD 171327 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reportedLance Parker Wealth Management1042 Pacific Street, Suite C · San Luis Obispo, CA 93401 · (805) 781-2778 · Financial planningCRD 158251 · % of assets, Hourly charges · $37.5 million AUMState registeredNo commissions reportedLewis Financial, LLC3590 Sacramento Dr., Ste 140 · San Luis Obispo, CA 93401 · (805) 548-0900 · Hourly feesCRD 170324 · % of assets, Hourly charges · $133.9 million AUMSEC registeredNo commissions reportedPeak Wealth Advisors, INC.1493 Higuera Street · San Luis Obispo, CA 93401 · (805) 233-7011 · Financial planningCRD 149922 · % of assets, Hourly charges, Fixed fees · $98.6 million AUMState registeredNo commissions reportedPhillip B. White CO., INC11573 Los Osos Valley Road, Suite D · San Luis Obispo, CA 93405 · (925) 736-2108 · Financial planningCRD 300623 · % of assets, Hourly charges, Fixed fees · $318.7 million AUMSEC registeredNo commissions reportedProssimo Advisors LLC1150 Osos Street, Suite 208 · San Luis Obispo, CA 93401 · (805) 548-2800 · Hourly feesCRD 289347 · % of assets, Hourly charges, Fixed fees · $238.5 million AUMSEC registeredNo commissions reportedSan Luis Wealth Advisors735 Tank Farm Road, Suite 264 · San Luis Obispo, CA 93401 · (805) 810-0002 · Financial planningCRD 309506 · % of assets, Hourly charges, Fixed fees · $760.0 million AUMSEC registeredNo commissions reported