Fee-OnlyFinder

Advisers in Breckenridge, CO

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

All advisers

Pyn Wealth Management LLC210 S. Ridge St. · Breckenridge, CO 80424 · (970) 409-4009 · % of assets managedCRD 327667 · % of assets · $4.8 million AUMState registeredNo commissions reportedZidel Financial INC.210 S. Ridge Street · Breckenridge, CO 80424 · (970) 409-4466 · Hourly feesCRD 135047 · % of assets, Hourly charges, Fixed fees · $159.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Breckenridge? 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.