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Advisers in Santa Clara, CA

9 advisers in Santa Clara — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (6)Retirement plan consulting (5)

All advisers

Altura Wealth Advisors INC.2005 De La Cruz Blvd #120 · Santa Clara, CA 95050 · (408) 642-1322 · Financial planningCRD 309501 · % of assets, Hourly charges · $250.1 million AUMSEC registeredNo commissions reported Cove1991 Stanley Ave · Santa Clara, CA 95050 · (651) 442-9483 · % of assets managedCRD 329900 · % of assetsSEC registeredNo commissions reported Edelman Financial Engines3945 Freedom Circle · Santa Clara, CA 95054 · (833) 752-6333 · Financial planningCRD 104510 · % of assets, Hourly charges, Subscription fees · $326.3 billion AUMSEC registeredNo commissions reported Figtree Financial Advisors, LLC5201 Great America Parkway, Suite 320 · Santa Clara, CA 95054 · (408) 891-3574 · Financial planningCRD 301517 · % of assets, Fixed fees · $32.2 million AUMState registeredNo commissions reported Money Intelligence5201 Great America Pkwy, Suite 455 · Santa Clara, CA 95054 · (888) 865-7262 · Financial planningCRD 164597 · % of assets, Hourly charges, Fixed fees · $170.6 million AUMState registeredNo commissions reported Nri Wealth Management, LLC5201 Great America Pkwy, Suite 320 · Santa Clara, CA 95054 · (408) 373-5570 · Financial planningCRD 162234 · % of assets, Hourly charges, Fixed fees · $309.8 million AUMSEC registeredNo commissions reported Rogers Investment Advisors, LLC2975 Bowers Ave., Suite 107 · Santa Clara, CA 95051 · (408) 215-1698 · Financial planningCRD 132722 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reported Sodium Advisors INC.5201 Great America Parkway, Suite 320 · Santa Clara, CA 95054 · (408) 850-7211 · Flat / fixed feesCRD 300087 · % of assets, Fixed fees, Performance-based fees · $57.9 million AUMState registeredNo commissions reported The Blakeley Group INC2804 Mission College Blvd., Suite 205 · Santa Clara, CA 95054 · (408) 459-4910 · % of assets managedCRD 150066 · % of assets · $96.4 million AUMState registeredNo commissions reported

Talking to advisers in Santa Clara? 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.