Fee-OnlyFinder

Advisers in Basalt, CO

3 advisers in Basalt — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Finesse Funds, LLC132 Midland Avenue, Suite 3 · Basalt, CO 81621 · (970) 927-1200 · Financial planningCRD 132640 · % of assets, Hourly charges · $55.8 million AUMState registeredNo commissions reportedRyan Investments22860 Two Rivers Road, Suite 200 · Basalt, CO 81621 · (970) 429-1100 · % of assets managedCRD 115755 · % of assets · $272.0 million AUMSEC registeredNo commissions reportedSherwood Wealth Management310 Market St · Basalt, CO 81621 · (970) 710-0330 · Financial planningCRD 172687 · % of assets, Hourly charges, Fixed fees · $30.2 million AUMState registeredNo commissions reported
Talking to advisers in Basalt? 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.