Fee-OnlyFinder

Carey Wealth Management

Financial planning in San Ramon, CA

SEC registeredNo commissions reported

Call (925) 406-4186Send a messageMap ↗

Public-record details

Address
2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583
Phone
(925) 406-4186
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Carey Consulting Wealth Management, INC.
CRD number
173885
Registration
SEC registered since 2022-04-04
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$222.8 million
Accounts managed
283
Clients reported (Form ADV 5.D)
102
Individual / high-net-worth clients
52 / 46
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-10

SEC registered investment adviser, CRD 173885, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in San Ramon

Accretive Wealth Management, LLC12657 Alcosta Boulevard, Suite 150 · San Ramon, CA 94583 · (925) 365-1533 · Financial planningCRD 164341 · % of assets · $290.7 million AUMSEC registeredNo commissions reportedAlcosta Capital Management, INC.3180 Crow Canyon Pl., Suite 150 · San Ramon, CA 94583 · (888) 267-6729 · Financial planningCRD 128679 · % of assets · $210.2 million AUMSEC registeredNo commissions reportedAuspicious Financial Planning, LLC2603 Camino Ramon, Suite 200 · San Ramon, CA 94583 · (925) 355-1200 · Financial planningCRD 297962 · % of assets · $278.0 million AUMSEC registeredNo commissions reportedCalifornia Financial Advisors12657 Alcosta Blvd, Suite 470 · San Ramon, CA 94583 · (925) 275-1000 · Financial planningCRD 110152 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedCannon Beach Financial Advisors2603 Camino Ramon, Suite 416 · San Ramon, CA 94583 · (888) 839-9399 · Financial planningCRD 140959 · % of assets, Hourly charges, Fixed fees · $209.2 million AUMSEC registeredNo commissions reportedCertified Planners, INC.2333 San Ramon Valley Blvd. Ste 185 · San Ramon, CA 94583 · (925) 553-7200 · Financial planningCRD 105364 · % of assets, Hourly charges · $196.6 million AUMSEC registeredNo commissions reportedEdmd Financial Strategies, LLC6101 Bollinger Canyon Rd, Suite 328 · San Ramon, CA 94583 · (925) 804-6820 · Financial planningCRD 153242 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMState registeredNo commissions reportedFairway Asset Management, INC.2010 Crow Canyon Place, Suite 100 · San Ramon, CA 94583 · (925) 553-7487 · Financial planningCRD 142038 · % of assets, Hourly charges, Fixed fees · $60.1 million AUMState registeredNo commissions reported

All 20 in San Ramon →