Fee-OnlyFinder

Hourly fees in Santa Barbara, CA

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

All 21

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 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 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 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 reported
Foronjy 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 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 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 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 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