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Advisers in Temecula, CA

10 advisers in Temecula — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (5)Flat / fixed fees (5)

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Bridger Financial Services, LLC27420 Jefferson Ave, Suite 104a · Temecula, CA 92590 · (951) 244-6702 · Financial planningCRD 298563 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedCme Strategic Wealth Management43537 Ridge Park Drive, Suite 100 · Temecula, CA 92590 · (951) 350-3670 · Financial planningCRD 282471 · % of assets, Hourly charges, Fixed fees · $643,816 AUMState registeredNo commissions reportedEnduring Wealth Advisors27555 Ynez Road, Suite 212 · Temecula, CA 92591 · (951) 693-9900 · Financial planningCRD 323320 · % of assets, Hourly charges · $122.8 million AUMSEC registeredNo commissions reportedGc Asset Management43537 Ridge Park Dr, Suite 100 · Temecula, CA 92590 · (619) 227-4772 · Financial planningCRD 159324 · % of assets, Hourly charges · $4.1 million AUMState registeredNo commissions reportedGranite Wealth Advisors43471 Ridge Park Drive, Ste E3 · Temecula, CA 92590 · (951) 383-4885 · Financial planningCRD 305179 · % of assets, Fixed fees · $53.5 million AUMState registeredNo commissions reportedGrape Modern Wealth Management31285 Temecula Parkway, Suite C8-235 · Temecula, CA 92592 · (951) 500-5730 · Financial planningCRD 319261 · % of assets · $38.6 million AUMState registeredNo commissions reportedInvestment Managers Group, LLC31045 Temecula Parkway, Suite 207 · Temecula, CA 92592 · (951) 225-3260 · % of assets managedCRD 164203 · % of assets · $116.8 million AUMSEC registeredNo commissions reportedNational Retirement Institute43537 Ridge Park Drive · Temecula, CA 92590 · (877) 745-0008 · Financial planningCRD 339474 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedTeam Wealth & Tax Advisors40395 Winchester Road, Suite a · Temecula, CA 92591 · (951) 308-6444 · Financial planningCRD 309411 · % of assets, Fixed fees · $251.1 million AUMSEC registeredNo commissions reportedWolfgang Capital28751 Rancho California Rd, Suite 100 · Temecula, CA 92590 · (951) 200-5084 · Financial planningCRD 283525 · % of assets · $128.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Temecula? 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.