Fiduciary advisors in Calabasas, CA

8 registered advisers

Anyone in Calabasas, California seeking a fiduciary advisor can choose from 8 SEC-registered firms. Among them, 7 are fee-only practices that accept no sales commissions.

ARES FINANCIAL CONSULTING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #282852
Typical Fee--
AUM$193M
Minimum--
Clients780

ATALA FINANCIAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #318371
Typical Fee--
AUM$319M
Minimum--
Clients255

EXTRACT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #285535
Typical Fee--
AUM$652M
Minimum--
Clients7

KRANE FINANCIAL SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #153594
Typical Fee--
AUM$257M
Minimum--
Clients588

M83 INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #332416
Typical Fee--
AUM$191M
Minimum--
Clients1

MORTON WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #141250
Typical Fee--
AUM$3.0B
Minimum--
Clients3,622

PRIVATE WEALTH SOLUTIONS, LLC

Clean RecordAlso Compensated via Brokerage
Calabasas, CaliforniaCRD #289437
Typical Fee--
AUM$500M
Minimum--
Clients700

TRIAGEN WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #308457
Typical Fee--
AUM$474M
Minimum--
Clients1,422
Fiduciary Advisors in Calabasas, California | FiduciaryListings