Fee-OnlyFinder

Advisers in Pagosa Springs, CO

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

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D.a. Schwenker & Assoc.'s, INC.226 Powderhorn Dr. · Pagosa Springs, CO 81147 · (614) 885-0102 · % of assets managedCRD 119746 · % of assets · $3.1 million AUMState registeredNo commissions reportedMontgomery Wealth Management, LLC123 N. 15th Street · Pagosa Springs, CO 81147 · (281) 684-2245 · Financial planningCRD 173968 · % of assets · $21.8 million AUMState registeredNo commissions reported
Talking to advisers in Pagosa Springs? 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.