Fee-OnlyFinder

Advisers in Santa Maria, CA

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

All advisers

Benedetti Financial, INC.2151 S. College Dr, Ste 101 · Santa Maria, CA 93455 · (805) 922-4881 · Financial planningCRD 134598 · % of assets, Hourly charges, Fixed fees · $114.4 million AUMState registeredNo commissions reportedX Advisors, LLC2646 Santa Maria Way, Suite 104 · Santa Maria, CA 93455 · (805) 465-9232 · Financial planningCRD 315838 · % of assets · $228.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Santa Maria? 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.