Fee-OnlyFinder

Advisers in Seal Beach, CA

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

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

All advisers

Fineberg Financial Management LLC3020 Old Ranch Parkway, Suite 300 · Seal Beach, CA 90740 · (562) 446-0028 · Financial planningCRD 322268 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedJst Investment Consulting3020 Old Ranch Parkway, Suite 300 · Seal Beach, CA 90740 · (562) 999-4578 · Financial planningCRD 158687 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reportedKtf Investments, LLC13001 Seal Beach Boulevard, # 250 · Seal Beach, CA 90740 · (562) 606-5834 · Financial planningCRD 337465 · % of assets, Fixed fees · $700.2 million AUMSEC registeredNo commissions reportedMy Portfolio Guide, LLC3020 Old Ranch Parkway, Suite 300 · Seal Beach, CA 90740 · (562) 799-5595 · Financial planningCRD 153188 · % of assets, Hourly charges · $201.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Seal Beach? 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.