Fee-OnlyFinder

Advisers in Santa Barbara, CA

41 advisers in Santa Barbara — 41 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (27)Hourly fees (21)Flat / fixed fees (25)% of assets managed (40)Retirement plan consulting (13)

All advisers

15 Equity10 East Yanonali Street, Suite 109 · Santa Barbara, CA 93101 · (805) 456-4426 · Hourly feesCRD 310628 · % of assets, Hourly charges, Fixed fees · $135.9 million AUMSEC registeredNo commissions reportedAbundant Wealth Partners, LLC4961 La Gama Way · Santa Barbara, CA 93111 · (805) 451-9131 · Financial planningCRD 317221 · % of assets, Hourly charges, Fixed fees · $103.2 million AUMSEC registeredNo commissions reportedAlamar Capital Management, LLC200 E Carrillo, Suite 304 · Santa Barbara, CA 93101 · (805) 897-1144 · % of assets managedCRD 154413 · % of assets · $260.3 million AUMSEC registeredNo commissions reportedAlbert Investments, LLC126 E Haley St, Suite A2 · Santa Barbara, CA 93101 · (844) 891-9309 · Flat / fixed feesCRD 298006 · Fixed fees · $22.7 million AUMSEC registeredNo commissions reportedAriadne Wealth Management, LP1255 Coast Village Road, Suite 201a · Santa Barbara, CA 93108 · (805) 456-4920 · Financial planningCRD 170999 · % of assets · $627.3 million AUMSEC registeredNo commissions reportedArlington Financial Advisors, LLC100 E. De La Guerra St · Santa Barbara, CA 93101 · (805) 699-7300 · Financial planningCRD 283288 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAvalan, LLC233 E Carillo, Suite B · Santa Barbara, CA 93101 · (805) 962-7725 · Financial planningCRD 156109 · % of assets, Hourly charges, Fixed fees · $621.8 million AUMSEC registeredNo commissions reportedBlue Marble Investments1117 State St. #85 · Santa Barbara, CA 93101 · (805) 595-1820 · % of assets managedCRD 141354 · % of assets · $205.1 million AUMSEC registeredNo commissions reportedBourke Wealth Management222 East Canon Perdido Street,, Suite 305 · Santa Barbara, CA 93101 · (805) 966-2122 · Financial planningCRD 297957 · % of assets, Hourly charges, Fixed fees · $141.4 million AUMSEC registeredNo commissions reportedCapital Wealth Strategies, LLC3046 De La Vina St · Santa Barbara, CA 93105 · (805) 485-2500 · % of assets managedCRD 282818 · % of assets · $50.0 million AUMState registeredNo commissions reported
Castle Wealth Planning1105 Chapala St., Ste. 4 · Santa Barbara, CA 93101 · (805) 962-5630 · Financial planningCRD 141601 · % of assets, Hourly charges, Fixed fees · $236.4 million AUMSEC registeredNo commissions reportedCertis Capital Management, INC.801 Garden Street, Suite 300 · Santa Barbara, CA 93101 · (805) 965-0509 · Financial planningCRD 144290 · % of assets, Fixed fees · $255.9 million AUMSEC registeredNo commissions reportedChannel Wealth, LLC3760 State Street, Suite 201 · Santa Barbara, CA 93105 · (805) 898-0893 · Financial planningCRD 323461 · % of assets, Hourly charges, Fixed fees · $850.9 million AUMSEC registeredNo commissions reportedCurtis Advisory Group, LLC735 State Street, Suite 214 · Santa Barbara, CA 93101 · (805) 963-6181 · Financial planningCRD 151695 · % of assets, Hourly charges, Fixed fees · $573.7 million AUMSEC registeredNo commissions reportedDaniel Investment Associates, LLC923 Saint Vincent Avenue, Suite B · Santa Barbara, CA 93101 · (805) 845-7724 · % of assets managedCRD 157284 · % of assets · $225.3 million AUMSEC registeredNo commissions reportedDouble Springs Capital LLC1117 State Street, #Mezz 6 · Santa Barbara, CA 93101 · (256) 668-2281 · % of assets managedCRD 296927 · % of assets, Performance-based fees · $53.3 million AUMState registeredNo commissions reportedDunvegan Associates INC1114 State Street · Santa Barbara, CA 93101 · (805) 969-5432 · % of assets managedCRD 108603 · % of assets, Performance-based fees · $53.4 million AUMState registeredNo commissions reportedDuran Capital Management, LLC15 W. Carrillo Street, Suite 100 · Santa Barbara, CA 93101 · (805) 284-2037 · Financial planningCRD 321779 · % of assets, Hourly charges, Fixed fees · $45.4 million AUMState registeredNo commissions reportedFilippini Investment Advisory1203 De La Vina St · Santa Barbara, CA 93101 · (805) 969-9690 · Financial planningCRD 165943 · % of assets, Hourly charges, Fixed fees · $20.6 million AUMState registeredNo commissions reportedForonjy Financial401 Chapala Street, Suite 105 · Santa Barbara, CA 93101 · (805) 543-1033 · Financial planningCRD 332380 · % of assets, Hourly charges, Fixed fees · $278.0 million AUMSEC registeredNo commissions reportedHonor Family Office, LLC2166 Mission Ridge Rd. · Santa Barbara, CA 93103 · (415) 385-6083 · Financial planningCRD 317000 · % of assets, Fixed fees · $54.7 million AUMState registeredNo commissions reportedIroncrest Capital Management LLC2420 Castillo Street, Suite 100 · Santa Barbara, CA 93105 · (213) 709-4729 · Financial planningCRD 310022 · % of assets · $32.6 million AUMState registeredNo commissions reportedJohannsen & Associates, INC.5290 Overpass Road, Suite 208 · Santa Barbara, CA 93111 · (805) 964-6959 · % of assets managedCRD 137013 · % of assets · $33.0 million AUMState registeredNo commissions reportedLaguna Capital Management, INC.1225 Coast Village Road, Suite G · Santa Barbara, CA 93108 · (805) 969-9935 · Financial planningCRD 269869 · % of assets, Hourly charges, Fixed fees · $97.5 million AUMState registeredNo commissions reportedLambert Capital Management1332 Santa Barbara St. · Santa Barbara, CA 93101 · (805) 688-1982 · % of assets managedCRD 127822 · % of assets · $4.2 million AUMState registeredNo commissions reportedLucent Wealth Planning, LLC2920 De La Vina Street · Santa Barbara, CA 93105 · (805) 963-7070 · Financial planningCRD 297447 · % of assets, Fixed fees · $102.6 million AUMState registeredNo commissions reportedMerus Advisors, LLC801 Garden Street, Suite 300 · Santa Barbara, CA 93101 · (805) 965-0509 · Flat / fixed feesCRD 284725 · % of assets, Fixed feesState registeredNo commissions reportedMission Wealth Management, LP1111 Chapala Street, 3rd Floor · Santa Barbara, CA 93101 · (805) 882-2360 · Financial planningCRD 113057 · % of assets, Hourly charges, Fixed fees · $17.0 billion AUMSEC registeredNo commissions reportedMonarch Wealth Strategies222 East Carillo Street, Suite 208 · Santa Barbara, CA 93101 · (805) 564-0800 · Financial planningCRD 136029 · % of assets, Hourly charges · $463.5 million AUMSEC registeredNo commissions reportedMontecito Capital Management225 East Carrillo, Suite 203 · Santa Barbara, CA 93101 · (805) 965-7955 · % of assets managedCRD 123266 · % of assets · $35.0 million AUMState registeredNo commissions reportedOmega Financial Group, LLC812 Anacapa Street · Santa Barbara, CA 93101 · (805) 617-4363 · Financial planningCRD 164147 · % of assets, Hourly charges, Fixed fees · $552.4 million AUMSEC registeredNo commissions reportedPacific Wealth Strategies Group, INC.4141 State Street, Suite B11 · Santa Barbara, CA 93110 · (805) 966-7775 · Financial planningCRD 144789 · % of assets, Hourly charges, Fixed fees · $253.2 million AUMSEC registeredNo commissions reportedPainted Porch Advisors LLC115 S La Cumbre Lane, Suite 201 · Santa Barbara, CA 93105 · (805) 567-4288 · Financial planningCRD 304375 · % of assets, Fixed fees · $571.9 million AUMSEC registeredNo commissions reportedPresidio Financial Advisors LLC105 E De La Guerra Street, Suite 10 · Santa Barbara, CA 93101 · (805) 869-6428 · Hourly feesCRD 313150 · % of assets, Hourly charges · $4.7 million AUMState registeredNo commissions reportedSelect Investment Services15 W Carrillo St · Santa Barbara, CA 93101 · (805) 698-0360 · Financial planningCRD 331739 · % of assets, Hourly charges, Fixed fees · $538,605 AUMState registeredNo commissions reportedSumma Capital Management LLC1129 State Street, Suite 29 · Santa Barbara, CA 93101 · (805) 895-2780 · Financial planningCRD 139984 · % of assets · $79.7 million AUMState registeredNo commissions reportedThryve Wealth Management523 Chapala Street, Suite 2 · Santa Barbara, CA 93101 · (805) 451-2909 · Financial planningCRD 335920 · % of assets · $304.0 million AUMSEC registeredNo commissions reportedTrinity Capital Management, LLC607 De La Vista Ave. · Santa Barbara, CA 93103 · (805) 963-0500 · Financial planningCRD 143097 · % of assets, Hourly charges, Fixed fees · $556.8 million AUMSEC registeredNo commissions reportedVida Wealth Partners, INC.929 Santa Barbara Street · Santa Barbara, CA 93101 · (805) 962-8455 · Financial planningCRD 140824 · % of assets, Hourly charges, Fixed fees · $129.6 million AUMSEC registeredNo commissions reportedWalstad Investment Counsel, INC.1470 East Valley Road, Suite A-1 · Santa Barbara, CA 93108 · (805) 963-7500 · % of assets managedCRD 107112 · % of assets · $79.8 million AUMState registeredNo commissions reportedWang Financial, LLC1114 State Street, Suite 300 · Santa Barbara, CA 93101 · (805) 568-5313 · Financial planningCRD 167570 · % of assets, Hourly charges, Fixed fees · $70.2 million AUMState registeredNo commissions reported
Talking to advisers in Santa Barbara? 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.