Fee-OnlyFinder

Hourly fees in San Rafael, CA

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

All 14

Csuite 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 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 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 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 reported
Ritter 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 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 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