Fee-OnlyFinder

Advisers in Valencia, CA

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

Financial planning (7)Hourly fees (5)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Avinci Wealth Management, INC.23929 Valencia Blvd, Suite 404 · Valencia, CA 91355 · (888) 855-2612 · Financial planningCRD 327780 · % of assets, Fixed fees · $10.3 million AUMState registeredNo commissions reportedEagle Wealth Management Group INC.28212 Kelly Johnson Parkway, Suite 175 · Valencia, CA 91355 · (661) 257-9800 · Financial planningCRD 327052 · % of assets · $417.5 million AUMSEC registeredNo commissions reportedFinancial Security Solutions, Corp.23734 Valencia Blvd,, Suite 200 · Valencia, CA 91355 · (818) 344-7177 · Financial planningCRD 124085 · % of assets, Hourly charges, Fixed fees · $69.0 million AUMState registeredNo commissions reportedGlobal Financial Advisory Services, INC.23822 Valencia Blvd., Suite 304 · Valencia, CA 91355 · (661) 286-0044 · Financial planningCRD 135234 · % of assets, Hourly charges, Other · $259.3 million AUMSEC registeredNo commissions reportedM2 Capital Advisors27441 Tourney Road, Suite 260 · Valencia, CA 91355 · (661) 347-0202 · % of assets managedCRD 288829 · % of assets · $158.0 million AUMSEC registeredNo commissions reportedProsperitas Financial, LLC25060 Avenue Stanford, Suite 100 · Valencia, CA 91355 · (661) 255-9555 · Financial planningCRD 315768 · % of assets, Hourly charges, Fixed fees · $812.5 million AUMSEC registeredNo commissions reportedSocal Planners, INC28245 Ave Crocker, Suite 100 · Valencia, CA 91355 · (661) 200-5657 · Financial planningCRD 173062 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedThink Wealth, LLC27018 Monterey Ave · Valencia, CA 91355 · (925) 202-6000 · % of assets managedCRD 293236 · % of assets · $4.8 million AUMState registeredNo commissions reportedWealth Planning Group, INC.25152 Springfield Court, Suite 345 · Valencia, CA 91355 · (661) 259-5559 · Financial planningCRD 143222 · % of assets, Hourly charges, Fixed fees · $47.7 million AUMState registeredNo commissions reported
Talking to advisers in Valencia? 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.