Fee-OnlyFinder

Financial planning in Santa Barbara, CA

27 advisers in Santa Barbara offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 27

Abundant 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 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 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 reportedCastle 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 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 reported
Filippini 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 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 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 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 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 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 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