Fee-OnlyFinder

Advisers in South Pasadena, CA

3 advisers in South Pasadena — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Blue Canyon Wealth1445 Huntington Dr, Ste 325 · South Pasadena, CA 91030 · (626) 441-2284 · Financial planningCRD 292525 · % of assets, Fixed fees · $2.9 million AUMState registeredNo commissions reportedNewbury Capital Management, LLC812 Fremont Ave., Suite 101 · South Pasadena, CA 91030 · (626) 796-8898 · % of assets managedCRD 148516 · % of assets · $154.1 million AUMSEC registeredNo commissions reportedPih Investments, LLC526 Mission Street, 1st Floor · South Pasadena, CA 91030 · (818) 237-0378 · Financial planningCRD 166867 · % of assets, Hourly charges, Fixed fees · $87.5 million AUMState registeredNo commissions reported
Talking to advisers in South Pasadena? 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.