Fee-OnlyFinder

Advisers in Santa Clarita, CA

2 advisers in Santa Clarita — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hartman Financial Planning18723 Via Princessa, # 1122 · Santa Clarita, CA 91387 · (888) 367-8466 · Financial planningCRD 142122 · Hourly charges, Fixed fees, Other · $7.3 million AUMState registeredNo commissions reportedVance Wealth26491 Summit Circle · Santa Clarita, CA 91350 · (888) 775-0950 · Financial planningCRD 310162 · % of assets, Hourly charges, Fixed fees · $893.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Santa Clarita? 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.