Fee-OnlyFinder

Advisers in Salida, CO

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

All advisers

Cambridge Financial Advisors, LLC339 E Highway 50, Suite 104 · Salida, CO 81201 · (719) 539-1040 · Financial planningCRD 118314 · Fixed feesState registeredNo commissions reportedMandala Financial Advisors LLC123 G Street, Suite 103 · Salida, CO 81201 · (312) 890-6221 · Financial planningCRD 304810 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reportedSalida Financial Advice and Planning123 G Street · Salida, CO 81201 · (917) 363-1287 · Financial planningCRD 317464 · Fixed fees · $16.3 million AUMState registeredNo commissions reported
Talking to advisers in Salida? 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.