Advisers in Simi Valley, CA

7 advisers in Simi Valley — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)

All advisers

Ai Financial, INC.4356 Cochran St · Simi Valley, CA 93063 · (805) 582-4829 · Financial planningCRD 128781 · % of assets · $6.0 million AUMState registeredNo commissions reported Bridge the Gap Retirement Planners2655 First Street, Suite 250 · Simi Valley, CA 93065 · (805) 304-9459 · Financial planningCRD 316508 · % of assets, Hourly charges, Fixed fees · $49.1 million AUMState registeredNo commissions reported Hbw Advisory Services LLC2655 1st Street, Suite 250 · Simi Valley, CA 93065 · (800) 473-3856 · Financial planningCRD 143665 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported Pb Capital45 W Easy Street, Suite 37 · Simi Valley, CA 93065 · (818) 553-1626 · % of assets managedCRD 319410 · % of assets · $33.9 million AUMState registeredNo commissions reported The Independent Financial Group2655 First Street, Suite 250 · Simi Valley, CA 93065 · (805) 265-5416 · Financial planningCRD 122910 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reported The Simple Investor's Guide, LLC2775 Tapo Street, Suite #203b · Simi Valley, CA 93063 · (805) 210-2997 · % of assets managedCRD 285860 · % of assets · $12.5 million AUMState registeredNo commissions reported Tortuga Advisers LLC2655 First Street, Suite 130 · Simi Valley, CA 93065 · (626) 683-2200 · Flat / fixed feesCRD 137514 · % of assets, Fixed fees · $563.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Simi Valley? 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.