Fee-OnlyFinder

Advisers in Sausalito, CA

10 advisers in Sausalito — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (3)

All advisers

Abunda Financial, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 339-8944 · Financial planningCRD 120177 · % of assets, Fixed fees · $103.1 million AUMState registeredNo commissions reportedAperio Group, LLCThree Harbor Drive, Suite 204 · Sausalito, CA 94965 · (415) 339-4300 · Flat / fixed feesCRD 111616 · % of assets, Fixed fees · $152.1 billion AUMSEC registeredNo commissions reportedBaker Street Asset Management, LLC1 Harbor Drive, Suite 300 · Sausalito, CA 94965 · (877) 564-5175 · Financial planningCRD 299027 · % of assets · $91.6 million AUMState registeredNo commissions reportedCaldwell Sutter Capital, INC.30 Liberty Ship Way #3225 · Sausalito, CA 94965 · (415) 962-2526 · Financial planningCRD 10489 · % of assets · $605.7 million AUMSEC registeredNo commissions reportedDelta Accumulation, LLC1505 Bridgeway, Suite 106 · Sausalito, CA 94965 · (415) 480-0485 · % of assets managedCRD 286434 · % of assets, Performance-based fees · $332.1 million AUMSEC registeredNo commissions reportedMathematica Capital Management, LLC75 Gate 5 Road · Sausalito, CA 94965 · (415) 332-4054 · % of assets managedCRD 120651 · % of assets, Performance-based fees · $12.6 million AUMState registeredNo commissions reportedStafford Capital Management LLC1505 Bridgeway, Suite 206-B · Sausalito, CA 94965 · (415) 362-6120 · % of assets managedCRD 108134 · % of assets · $4.4 million AUMState registeredNo commissions reportedThe Investment and Philanthropy Corporation44 Anchorage Road · Sausalito, CA 94965 · (415) 377-0929 · % of assets managedCRD 118178 · % of assets · $28.0 million AUMState registeredNo commissions reportedVerity Wealth Advisors, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 561-3340 · Financial planningCRD 126742 · % of assets, Hourly charges, Fixed fees · $278.5 million AUMSEC registeredNo commissions reportedWestend Capital Management, LLC.One Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 856-0426 · Financial planningCRD 120545 · % of assets, Performance-based fees · $436.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Sausalito? 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.