Fee-OnlyFinder

Advisers in Camas, WA

4 advisers in Camas — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Barker Wealth Management, LLC2005 Se192nd Avenue, Suite 200 · Camas, WA 98607 · (503) 616-8680 · Financial planningCRD 226768 · % of assets, Hourly charges · $240.6 million AUMSEC registeredNo commissions reportedBeacon Rock Wealth Advisors2005 Se 192nd Ave Ste 200 · Camas, WA 98607 · (360) 735-1900 · Financial planningCRD 131592 · % of assets, Hourly charges, Performance-based fees · $8.8 million AUMState registeredNo commissions reportedPara Wealth Advisors, INC.2005 Se 192nd Ave Suite 200 · Camas, WA 98607 · (360) 558-7058 · Financial planningCRD 322683 · % of assets, Hourly charges, Fixed fees · $221.0 million AUMSEC registeredNo commissions reportedVita Planning Group LLC3313 Nw Sierra Drive · Camas, WA 98607 · (650) 567-9300 · Financial planningCRD 312323 · % of assets, Hourly charges, Fixed fees · $83.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Camas? 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.