Fee-OnlyFinder

Advisers in San Rafael, CA

29 advisers in San Rafael — 29 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (24)Hourly fees (14)Flat / fixed fees (23)% of assets managed (28)Retirement plan consulting (8)

All advisers

Awr Investment Management, LLC883 Fourth Street · San Rafael, CA 94901 · (415) 457-9415 · Financial planningCRD 118538 · % of assets, Fixed fees · $131.6 million AUMSEC registeredNo commissions reportedCapital Trust Advisors1210 5th Avenue, #275 · San Rafael, CA 94901 · (415) 399-9100 · Financial planningCRD 134174 · % of assets · $402.6 million AUMSEC registeredNo commissions reportedCsuite Investment LLC112 Rafael Dr. · San Rafael, CA 94901 · (415) 861-9461 · Financial planningCRD 299116 · % of assets, Hourly charges, Fixed fees · $45.1 million AUMState registeredNo commissions reportedFiduciary Financial Group, LLC1101 Fifth Avenue, Suite 305 · San Rafael, CA 94901 · (415) 352-1100 · Financial planningCRD 285681 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGlobal Retirement Partners LLC4340 Redwood Highway, Suite B-60 · San Rafael, CA 94903 · (415) 526-2753 · Financial planningCRD 172011 · % of assets, Hourly charges, Fixed fees · $169.6 billion AUMSEC registeredNo commissions reportedHcm Wealth1101 Fifth Avenue, Suite 160 · San Rafael, CA 94901 · (415) 464-5650 · Financial planningCRD 106158 · % of assets, Hourly charges, Fixed fees · $941.7 million AUMSEC registeredNo commissions reportedHutchinson & Ziegler Financial Advisors, INC.1010 B Street, Suite 250 · San Rafael, CA 94901 · (415) 259-3933 · Financial planningCRD 145096 · % of assets, Hourly charges, Fixed fees · $235.4 million AUMSEC registeredNo commissions reportedJocelyn Investment Management, LLC100 Smith Ranch Road, Suite 329 · San Rafael, CA 94903 · (415) 256-1795 · Hourly feesCRD 323831 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedLava Creek Capital Management, LLC2370 Kerner Blvd., Suite 360 · San Rafael, CA 94901 · (415) 906-4455 · % of assets managedCRD 165536 · % of assets · $75.1 million AUMState registeredNo commissions reportedLyle & Forsyth Investment Managers165 North Redwood Drive, Suite 208 · San Rafael, CA 94903 · (415) 492-9240 · % of assets managedCRD 10603 · % of assets · $221.2 million AUMSEC registeredNo commissions reported
Madden Creek Advisors1010 B Street, Suite 212 · San Rafael, CA 94901 · (415) 461-3344 · Financial planningCRD 270010 · % of assets · $45.8 million AUMState registeredNo commissions reportedMadrone Investment Advisory, LLC1101 5th Ave, Suite 310 · San Rafael, CA 94901 · (415) 785-4585 · Financial planningCRD 149549 · Fixed fees · $254.3 million AUMSEC registeredNo commissions reportedMarin Wealth Advisors LLC4040 Civic Center Dr., Suite 200 · San Rafael, CA 94903 · (415) 458-5880 · Financial planningCRD 123237 · % of assets, Fixed fees · $76.1 million AUMState registeredNo commissions reportedMeritas Wealth Management, LLC3950 Civic Center Drive, Suite 210 · San Rafael, CA 94903 · (415) 300-4560 · Financial planningCRD 148565 · % of assets, Hourly charges, Fixed fees · $618.9 million AUMSEC registeredNo commissions reportedO'Donnell Financial Services, LLC1101 Fifth Ave., Suite 150 · San Rafael, CA 94901 · (866) 496-2300 · Financial planningCRD 172520 · % of assets, Hourly charges, Fixed fees · $427.1 million AUMSEC registeredNo commissions reportedOhana Advisors101 Lucas Valley, Suite 202 · San Rafael, CA 94903 · (415) 226-4100 · Financial planningCRD 158515 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedPinnacle Retirement & Financial Planning165 North Redwood Drive, Suite 160 · San Rafael, CA 94903 · (415) 454-0661 · Financial planningCRD 136331 · % of assets, Hourly charges, Fixed fees · $65.2 million AUMState registeredNo commissions reportedRedwood Financial Advisors, INC165 N. Redwood Dr., #170 · San Rafael, CA 94903 · (415) 472-1510 · Financial planningCRD 119798 · % of assets, Hourly charges, Fixed fees · $15.0 million AUMState registeredNo commissions reportedRedwood Grove Wealth Management3950 Civic Center Dr., Suite 210 · San Rafael, CA 94903 · (415) 737-5003 · Financial planningCRD 150667 · % of assets, Hourly charges, Fixed fees · $151.3 million AUMSEC registeredNo commissions reportedRidgecrest Wealth Partners, LLC851 Irwin St, #225c · San Rafael, CA 94901 · (415) 227-2881 · Financial planningCRD 311984 · % of assets, Fixed fees · $705.1 million AUMSEC registeredNo commissions reportedRitter Wealth Counsel25 Mitchell Blvd., Suite 1 · San Rafael, CA 94903 · (415) 479-3525 · Financial planningCRD 107474 · % of assets, Hourly charges, Fixed fees · $68.6 million AUMState registeredNo commissions reportedShira Ridge Wealth Management999 Fifth Avenue, Suite 590 · San Rafael, CA 94901 · (415) 721-0275 · Financial planningCRD 117627 · % of assets · $366.4 million AUMSEC registeredNo commissions reportedSpectrum Financial Management899 Northgate Drive, Suite 305 · San Rafael, CA 94903 · (415) 472-7300 · Financial planningCRD 127746 · % of assets, Fixed fees · $278.1 million AUMSEC registeredNo commissions reportedStewart Wealth Management, INC.1050 Northgate Drive, Suite 333 · San Rafael, CA 94903 · (415) 499-1544 · Financial planningCRD 143425 · % of assets, Fixed fees · $581.5 million AUMSEC registeredNo commissions reportedStonebridge Financial Group100 Smith Ranch Road, Suite 112 · San Rafael, CA 94903 · (415) 461-4961 · Financial planningCRD 340200 · % of assets, Fixed fees · $896.0 million AUMSEC registeredNo commissions reportedThe Putney Financial Group LLC100 Smith Ranch Road, Suite 110 · San Rafael, CA 94903 · (415) 460-1990 · Financial planningCRD 111639 · % of assets, Hourly charges, Fixed fees · $205.4 million AUMSEC registeredNo commissions reportedTran Capital Management, L.P.1000 4th St, Suite 800 · San Rafael, CA 94901 · (415) 461-3800 · % of assets managedCRD 107049 · % of assets · $890.3 million AUMSEC registeredNo commissions reportedWesthill Financial Advisors, INC.999 Fifth Ave., Suite 300 · San Rafael, CA 94901 · (415) 456-2292 · Financial planningCRD 152506 · % of assets, Hourly charges, Fixed fees · $789.4 million AUMSEC registeredNo commissions reportedWulff, Hansen & CO.100 Smith Ranch Road, Suite 320 · San Rafael, CA 94903 · (415) 421-8900 · Hourly feesCRD 908 · % of assets, Hourly charges, Fixed fees · $144.8 million AUMSEC registeredNo commissions reported
Talking to advisers in San Rafael? 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.