Fee-OnlyFinder

Advisers in Santa Cruz, CA

4 advisers in Santa Cruz — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Fullguards Financial340 Soquel Ave, Suite 110 · Santa Cruz, CA 95062 · (831) 425-9886 · Financial planningCRD 325399 · % of assets, Hourly charges, Fixed fees · $7.4 million AUMState registeredNo commissions reportedNatural Bridges Financial Advisors627 Center Street · Santa Cruz, CA 95060 · (831) 421-0700 · Financial planningCRD 148056 · Fixed fees · $155.8 million AUMSEC registeredNo commissions reportedWildflower Financial LLC120 Church Street · Santa Cruz, CA 95060 · (831) 854-7291 · Financial planningCRD 289288 · Hourly charges, Fixed fees · $11.8 million AUMState registeredNo commissions reportedWynn Capital Management, LLC101 Cooper Street · Santa Cruz, CA 95060 · (831) 600-7326 · Financial planningCRD 119355 · % of assets, Hourly charges · $102.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Santa Cruz? 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.