Fee-OnlyFinder

Advisers in Saratoga, CA

5 advisers in Saratoga — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)% of assets managed (4)

All advisers

Agata Investments LLC20544 Debbie Lane · Saratoga, CA 95070 · (408) 872-1974 · Hourly feesCRD 318275 · Hourly charges, Fixed feesState registeredNo commissions reportedAria Wealth Management20640 3rd Steet, Suite 300 · Saratoga, CA 95070 · (669) 222-1155 · Financial planningCRD 288450 · % of assets, Hourly charges · $130.0 million AUMSEC registeredNo commissions reportedEvla Hills Equity Services LLC14005 Oak Hollow Lane · Saratoga, CA 95070 · (408) 471-9323 · Financial planningCRD 142446 · % of assets, Performance-based fees · $51.6 million AUMState registeredNo commissions reportedSaratoga Research & Investment Management14471 Big Basin Way, Suite E · Saratoga, CA 95070 · (408) 741-2330 · Financial planningCRD 110506 · % of assets · $2.5 billion AUMSEC registeredNo commissions reportedVienna Asset Management LLC14657 Big Basin Way · Saratoga, CA 95070 · (408) 882-1770 · Financial planningCRD 299725 · % of assets, Hourly charges · $256.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Saratoga? 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.