Fee-OnlyFinder

Advisers in Stockton, CA

9 advisers in Stockton — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (4)

All advisers

Attentive Investments, LLC5345 N El Dorado St., Suite 5 · Stockton, CA 95207 · (209) 636-4931 · Financial planningCRD 315478 · % of assets, Hourly charges · $197.5 million AUMSEC registeredNo commissions reportedBoddington Capital, LLC3247 W March Lane, Suite 200 · Stockton, CA 95219 · (209) 395-6772 · Financial planningCRD 337918 · % of assets · $27.3 million AUMState registeredNo commissions reportedDkm Wealth Management, INC.10100 Trinity Parkway, Suite 450 · Stockton, CA 95219 · (209) 800-5855 · Financial planningCRD 316778 · % of assets, Fixed fees · $316.8 million AUMSEC registeredNo commissions reportedFindec Wealth Services, INC.1776 W. March Lane, Suite 190 · Stockton, CA 95207 · (209) 957-7413 · Financial planningCRD 311949 · % of assets, Hourly charges, Fixed fees · $627.9 million AUMSEC registeredNo commissions reportedGoldstrand Planning Group2800 W. March Lane, Suite 326 · Stockton, CA 95219 · (209) 472-7000 · Financial planningCRD 115906 · % of assets, Hourly charges, Fixed fees · $43.1 million AUMState registeredNo commissions reportedLee R. Robinson & Associates5250 Claremont Avenue, Suite 218 · Stockton, CA 95207 · (209) 472-3727 · Financial planningCRD 136458 · % of assets, Fixed fees · $3.9 million AUMState registeredNo commissions reportedMichael P Lynch Wealth Management, LLC5250 Claremont Ave, Ste 145 · Stockton, CA 95207 · (209) 472-2901 · Financial planningCRD 147450 · % of assets, Hourly charges · $23.4 million AUMState registeredNo commissions reportedRsg Financial Group INC7510 Shoreline Dr Ste B-1 · Stockton, CA 95219 · (209) 477-4834 · Financial planningCRD 136849 · % of assets, Hourly charges · $50.1 million AUMState registeredNo commissions reportedSpurgeon Financial Group7825 N. Pershing Ave. · Stockton, CA 95207 · Financial planningCRD 138174 · % of assets · $37.8 million AUMState registeredNo commissions reported
Talking to advisers in Stockton? 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.