Fee-OnlyFinder

Advisers in Whittier, CA

2 advisers in Whittier — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cerda Munoz Advisors, INC7720 Painter Ave, Suite a · Whittier, CA 90602 · (562) 222-4525 · Financial planningCRD 170784 · % of assets, Hourly charges, Fixed fees · $265.7 million AUMSEC registeredNo commissions reportedGl Trust, INC.16131 Whittier Blvd, Suite 108 · Whittier, CA 90603 · (562) 442-1100 · Financial planningCRD 312012 · % of assets, Hourly charges, Fixed fees · $22.4 million AUMState registeredNo commissions reported
Talking to advisers in Whittier? 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.