Fee-OnlyFinder

% of assets managed in Woodland Hills, CA

15 advisers in Woodland Hills offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 15

Accumulation Strategies6355 Topanga Canyon Blvd, Suite 525 · Woodland Hills, CA 91367 · (818) 712-9299 · Financial planningCRD 112502 · % of assets, Hourly charges · $29.6 million AUMState registeredNo commissions reportedBruin Wealth Advisors LLC21800 Oxnard Street, Suite 420 · Woodland Hills, CA 91367 · (818) 907-9700 · Financial planningCRD 329169 · % of assets, Hourly charges, Fixed fees · $37.1 million AUMState registeredNo commissions reportedCallahan & Callahan Asset Management, INC.21550 Oxnard St., Suite 300 · Woodland Hills, CA 91367 · (818) 588-4196 · % of assets managedCRD 137293 · % of assets · $1.1 million AUMState registeredNo commissions reportedChelsea Management Company5855 Topanga Canyon Blvd., Suite 205 · Woodland Hills, CA 91367 · (213) 362-9200 · % of assets managedCRD 110399 · % of assets · $517.0 million AUMSEC registeredNo commissions reportedCoulombe and Sons Wealth Management21300 Victory Boulevard, Suite 300 · Woodland Hills, CA 91367 · (818) 485-2335 · Financial planningCRD 328371 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedGolden K Plans and Wealth Management a DBA of Golden K Wealth Mg5950 Canoga Avenue, Suite 540 · Woodland Hills, CA 91367 · (818) 587-4455 · % of assets managedCRD 156588 · % of assets · $179.4 million AUMSEC registeredNo commissions reportedHesen & Haslam21031 Ventura Blvd, Ste #424 · Woodland Hills, CA 91364 · (818) 200-1107 · Financial planningCRD 286235 · % of assets, Hourly charges, Fixed fees · $283.7 million AUMSEC registeredNo commissions reportedMost Capital6048 Crape Myrtle CT · Woodland Hills, CA 91367 · (626) 597-5297 · % of assets managedCRD 304451 · % of assets · $250,000 AUMState registeredNo commissions reportedOder Investment Management, LLC21300 Victory Blvd, Suite 855 · Woodland Hills, CA 91367 · (818) 676-0036 · Financial planningCRD 134506 · % of assets, Fixed fees · $366.7 million AUMSEC registeredNo commissions reportedPacific Oak Financial Planning LLC6303 Owensmouth Ave, 10th Floor · Woodland Hills, CA 91367 · (818) 208-8686 · Financial planningCRD 226649 · % of assets, Hourly charges, Fixed fees · $7.7 million AUMState registeredNo commissions reported
Paragon Financial Partners5850 Canoga Avenue, Suite 400 · Woodland Hills, CA 91367 · (310) 557-1515 · Financial planningCRD 158041 · % of assets, Hourly charges, Fixed fees · $329.6 million AUMSEC registeredNo commissions reportedPremier Wealth Advisors, INC.6200 Canoga Ave. Suite 202 · Woodland Hills, CA 91367 · (818) 888-4646 · Financial planningCRD 146676 · % of assets, Hourly charges · $25.0 million AUMState registeredNo commissions reportedR-Tech Advisors, INC.21331 Costanso Street · Woodland Hills, CA 91364 · (818) 883-5356 · Financial planningCRD 146541 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reportedTamar Securities, LLC22466 Ventura Boulevard · Woodland Hills, CA 91364 · (818) 914-7460 · Financial planningCRD 153991 · % of assets, Hourly charges · $1.5 billion AUMSEC registeredNo commissions reportedVentura Advisors21860 Burbank Blvd., Suite 100 · Woodland Hills, CA 91367 · (818) 857-5080 · Financial planningCRD 132040 · % of assets, Hourly charges, Fixed fees · $80.6 million AUMState registeredNo commissions reported