Advisers in Visalia, CA

4 advisers in Visalia — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Gilman Harris Travioli Slover Accountancy Corporation313 East Caldwell Avenue · Visalia, CA 93277 · (559) 627-2725 · Hourly feesCRD 123470 · % of assets, Hourly charges · $37.6 million AUMState registeredNo commissions reported Molano Wealth Management525 W Main St., Suite 120-1193 · Visalia, CA 93291 · (559) 348-7038 · Financial planningCRD 323967 · % of assets, Hourly charges, Fixed fees · $960,000 AUMState registeredNo commissions reported Quinley Stewardship LLC4044 S. Demaree Street, Suite B · Visalia, CA 93277 · (559) 334-0101 · Hourly feesCRD 309888 · % of assets, Hourly charges · $28.3 million AUMState registeredNo commissions reported Tenbroeck Wealth Management, LLC204 North Floral Ave, Suite a · Visalia, CA 93291 · (559) 740-0548 · Financial planningCRD 304388 · % of assets, Hourly charges · $20.9 million AUMState registeredNo commissions reported

Talking to advisers in Visalia? 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.