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Financial planning in Sausalito, CA

5 advisers in Sausalito offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

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 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 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